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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 | $284,466 | $96,643+194.3% | $86,617+228.4% | $139,456+104.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.48% | 106.57%-86.1pp | 591.91%-571.4pp | 373.45%-353.0pp |
| Employer contribution / active EE | $5,820 | $3,264+78.3% | $3,023+92.5% | $4,753+22.5% |
| Participant deferral / active EE | $5,520 | $4,835+14.2% | $4,437+24.4% | $6,711-17.8% |
| Admin fee / account holder | $2,246 | $6,406-64.9% | $5,613-60.0% | $11,407-80.3% |