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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 | $332,672 | $150,447+121.1% | $136,298+144.1% | $147,586+125.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.80% | 1049.15%-1024.4pp | 5156.27%-5131.5pp | 578.59%-553.8pp |
| Employer contribution / active EE | $2,068 | $5,256-60.7% | $4,696-56.0% | $4,876-57.6% |
| Participant deferral / active EE | $6,308 | $6,631-4.9% | $6,247+1.0% | $5,439+16.0% |
| Admin fee / account holder | $5,195 | $10,906-52.4% | $9,244-43.8% | $10,886-52.3% |