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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 | $395,085 | $208,088+89.9% | $186,193+112.2% | $154,746+155.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.74% | 89.97%-72.2pp | 78.03%-60.3pp | 172.34%-154.6pp |
| Employer contribution / active EE | $11,021 | $4,340+153.9% | $3,918+181.3% | $4,379+151.7% |
| Participant deferral / active EE | $23,500 | $7,078+232.0% | $6,513+260.8% | $6,730+249.2% |
| Admin fee / account holder | $3,228 | $11,698-72.4% | $11,058-70.8% | $14,365-77.5% |