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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 | $404,314 | $106,008+281.4% | $92,240+338.3% | $147,586+174.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.51% | 50.05%-38.5pp | 176.29%-164.8pp | 578.59%-567.1pp |
| Employer contribution / active EE | $18,453 | $4,333+325.8% | $3,680+401.5% | $4,876+278.4% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,592 | $6,333-27.5% | $5,194-11.6% | $10,886-57.8% |