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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 | $295,048 | $150,435+96.1% | $120,580+144.7% | $145,897+102.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 72.0%+28.0pp | 80.3%+19.7pp |
| Annual return | 12.51% | 154.60%-142.1pp | 107.48%-95.0pp | 552.29%-539.8pp |
| Employer contribution / active EE | $20,000 | $4,352+359.5% | $3,469+476.5% | $4,663+328.9% |
| Participant deferral / active EE | $26,000 | $6,174+321.1% | $4,995+420.5% | $6,689+288.7% |
| Admin fee / account holder | $26,362 | $12,182+116.4% | $9,418+179.9% | $13,390+96.9% |