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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 | $260,798 | $114,130+128.5% | $96,192+171.1% | $167,553+55.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 37.32% | 190.07%-152.7pp | 192.09%-154.8pp | 478.89%-441.6pp |
| Employer contribution / active EE | $6,601 | $3,431+92.4% | $2,799+135.8% | $4,840+36.4% |
| Participant deferral / active EE | $7,429 | $5,198+42.9% | $4,351+70.7% | $6,343+17.1% |
| Admin fee / account holder | $4,251 | $6,901-38.4% | $5,539-23.3% | $12,316-65.5% |