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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 | $383,237 | $208,088+84.2% | $186,193+105.8% | $154,746+147.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.71% | 89.97%-72.3pp | 78.03%-60.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $30,212 | $4,340+596.1% | $3,918+671.1% | $4,379+589.9% |
| Participant deferral / active EE | $19,901 | $7,078+181.2% | $6,513+205.5% | $6,730+195.7% |
| Admin fee / account holder | $3,683 | $11,698-68.5% | $11,058-66.7% | $14,365-74.4% |