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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 | $425,596 | $184,000+131.3% | $162,185+162.4% | $152,909+178.3% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.5%-2.5pp |
| Annual return | 17.53% | 150.80%-133.3pp | 115.61%-98.1pp | 345.46%-327.9pp |
| Employer contribution / active EE | $15,000 | $6,370+135.5% | $5,613+167.2% | $4,764+214.9% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,039 | $13,124-69.2% | $10,844-62.8% | $11,601-65.2% |