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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 | $463,659 | $106,005+337.4% | $92,239+402.7% | $147,585+214.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.01% | 50.05%-34.0pp | 176.29%-160.3pp | 578.58%-562.6pp |
| Employer contribution / active EE | $23,043 | $4,333+431.8% | $3,680+526.2% | $4,876+372.5% |
| Participant deferral / active EE | $12,311 | $4,478+174.9% | $3,897+215.9% | $5,439+126.4% |
| Admin fee / account holder | $3,959 | $6,333-37.5% | $5,194-23.8% | $10,886-63.6% |