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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 | $302,207 | $108,701+178.0% | $74,723+304.4% | $152,909+97.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 21.75% | 114.12%-92.4pp | 753.18%-731.4pp | 345.46%-323.7pp |
| Employer contribution / active EE | $20,693 | $1,504+1275.7% | $1,084+1808.6% | $4,764+334.4% |
| Participant deferral / active EE | $15,050 | $2,709+455.6% | $1,962+667.2% | $5,851+157.2% |
| Admin fee / account holder | $2,445 | $4,906-50.2% | $3,335-26.7% | $11,601-78.9% |