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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 | $447,197 | $168,636+165.2% | $147,617+202.9% | $125,393+256.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.65% | 77.65%-78.3pp | 61.98%-62.6pp | 282.23%-282.9pp |
| Employer contribution / active EE | $19,378 | $6,252+209.9% | $5,565+248.2% | $4,866+298.2% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,351-100.0% |
| Admin fee / account holder | $887 | $13,580-93.5% | $11,611-92.4% | $9,541-90.7% |