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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 | $273,022 | $107,941+152.9% | $91,994+196.8% | $152,909+78.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 24.83% | 89.28%-64.4pp | 69.04%-44.2pp | 345.46%-320.6pp |
| Employer contribution / active EE | $8,400 | $4,212+99.5% | $3,453+143.3% | $4,764+76.3% |
| Participant deferral / active EE | $19,000 | $6,366+198.5% | $5,924+220.7% | $5,851+224.7% |
| Admin fee / account holder | $1,461 | $10,521-86.1% | $7,744-81.1% | $11,601-87.4% |