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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 | $273,460 | $112,121+143.9% | $95,960+185.0% | $158,966+72.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.48% | 171.16%-161.7pp | 91.63%-82.2pp | 302.95%-293.5pp |
| Employer contribution / active EE | $7,500 | $3,199+134.4% | $2,541+195.1% | $4,762+57.5% |
| Participant deferral / active EE | $0 | $4,784-100.0% | $4,167-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,702 | $10,135-53.6% | $6,797-30.8% | $11,250-58.2% |