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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 | $440,497 | $106,008+315.5% | $92,240+377.6% | $147,586+198.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 14.79% | 50.05%-35.3pp | 176.29%-161.5pp | 578.59%-563.8pp |
| Employer contribution / active EE | $10,000 | $4,333+130.8% | $3,680+171.8% | $4,876+105.1% |
| Participant deferral / active EE | $7,114 | $4,478+58.9% | $3,897+82.6% | $5,439+30.8% |
| Admin fee / account holder | $17,546 | $6,333+177.1% | $5,194+237.8% | $10,886+61.2% |