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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 | $346,676 | $209,428+65.5% | $178,498+94.2% | $158,950+118.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 39.19% | 188.78%-149.6pp | 151.09%-111.9pp | 302.91%-263.7pp |
| Employer contribution / active EE | $23,781 | $5,707+316.7% | $5,011+374.6% | $4,762+399.4% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,795 | $17,077-71.9% | $13,985-65.7% | $11,248-57.4% |