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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 | $383,490 | $81,763+369.0% | $58,561+554.9% | $139,466+175.0% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 15.06% | 7427.77%-7412.7pp | 4251.33%-4236.3pp | 373.66%-358.6pp |
| Employer contribution / active EE | $29,094 | $1,398+1980.9% | $1,053+2661.7% | $4,754+512.0% |
| Participant deferral / active EE | $20,331 | $2,555+695.8% | $1,923+957.2% | $6,712+202.9% |
| Admin fee / account holder | $3,171 | $3,273-3.1% | $2,520+25.8% | $11,409-72.2% |