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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 | $280,579 | $106,008+164.7% | $92,240+204.2% | $147,586+90.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 76.5%+6.9pp | 82.8%+0.5pp |
| Annual return | 23.08% | 50.05%-27.0pp | 176.29%-153.2pp | 578.59%-555.5pp |
| Employer contribution / active EE | $19,174 | $4,333+342.5% | $3,680+421.1% | $4,876+293.2% |
| Participant deferral / active EE | $13,035 | $4,478+191.1% | $3,897+234.5% | $5,439+139.7% |
| Admin fee / account holder | $7,042 | $6,333+11.2% | $5,194+35.6% | $10,886-35.3% |