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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 | $360,231 | $183,539+96.3% | $155,556+131.6% | $145,897+146.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.37% | 61.31%-41.9pp | 64.84%-45.5pp | 552.29%-532.9pp |
| Employer contribution / active EE | $11,333 | $5,315+113.2% | $4,675+142.4% | $4,663+143.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $12,348 | $19,275-35.9% | $15,885-22.3% | $13,390-7.8% |