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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 | $108,685+178.1% | $74,719+304.5% | $152,885+97.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 21.75% | 114.09%-92.3pp | 753.05%-731.3pp | 345.39%-323.6pp |
| Employer contribution / active EE | $20,693 | $1,504+1275.9% | $1,084+1808.7% | $4,763+334.4% |
| Participant deferral / active EE | $15,050 | $2,712+454.9% | $1,963+666.5% | $5,851+157.2% |
| Admin fee / account holder | $2,445 | $4,905-50.2% | $3,334-26.7% | $11,598-78.9% |