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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 | $301,163 | $103,038+192.3% | $90,324+233.4% | $152,909+97.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 17.51% | 95.25%-77.7pp | 78.15%-60.6pp | 345.46%-327.9pp |
| Employer contribution / active EE | $12,380 | $3,141+294.2% | $2,856+333.5% | $4,764+159.9% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $32,162 | $6,177+420.7% | $5,356+500.5% | $11,601+177.2% |