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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 | $328,447 | $160,040+105.2% | $147,096+123.3% | $145,877+125.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.85% | 98.49%-82.6pp | 419.75%-403.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $32,623 | $5,289+516.8% | $4,936+560.9% | $4,663+599.6% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,691-100.0% |
| Admin fee / account holder | $11,857 | $15,050-21.2% | $13,005-8.8% | $13,402-11.5% |