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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 | $292,916 | $106,008+176.3% | $92,240+217.6% | $147,586+98.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.44% | 50.05%-37.6pp | 176.29%-163.9pp | 578.59%-566.2pp |
| Employer contribution / active EE | $7,692 | $4,333+77.5% | $3,680+109.0% | $4,876+57.7% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,340 | $6,333-31.5% | $5,194-16.5% | $10,886-60.1% |