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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 | $360,261 | $156,963+129.5% | $121,204+197.2% | $139,466+158.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 12.78% | 1476.75%-1464.0pp | 987.18%-974.4pp | 373.66%-360.9pp |
| Employer contribution / active EE | $22,729 | $5,544+309.9% | $4,170+445.1% | $4,754+378.1% |
| Participant deferral / active EE | $15,000 | $4,848+209.4% | $4,083+267.4% | $6,712+123.5% |
| Admin fee / account holder | $3,710 | $6,953-46.7% | $5,651-34.4% | $11,409-67.5% |