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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 | $287,859 | $106,005+171.6% | $92,239+212.1% | $147,585+95.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 10.34% | 50.05%-39.7pp | 176.29%-165.9pp | 578.58%-568.2pp |
| Employer contribution / active EE | $3,141 | $4,333-27.5% | $3,680-14.6% | $4,876-35.6% |
| Participant deferral / active EE | $12,565 | $4,478+180.6% | $3,897+222.4% | $5,439+131.0% |
| Admin fee / account holder | $10,317 | $6,333+62.9% | $5,194+98.6% | $10,886-5.2% |