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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 | $250,053 | $103,000+142.8% | $90,300+176.9% | $152,885+63.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.00% | 95.19%-83.2pp | 78.11%-66.1pp | 345.39%-333.4pp |
| Employer contribution / active EE | $12,309 | $3,138+292.2% | $2,854+331.3% | $4,763+158.4% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,884-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,815 | $6,173-70.6% | $5,353-66.1% | $11,598-84.4% |