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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $260,834 | $88,754+193.9% | $81,820+218.8% | $145,877+78.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.46% | 1031.77%-1019.3pp | 777.93%-765.5pp | 551.28%-538.8pp |
| Employer contribution / active EE | $17,500 | $3,085+467.2% | $2,915+500.3% | $4,663+275.3% |
| Participant deferral / active EE | $3,032 | $4,648-34.8% | $4,323-29.9% | $6,691-54.7% |
| Admin fee / account holder | $5,824 | $8,424-30.9% | $7,391-21.2% | $13,402-56.5% |