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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 | $431,671 | $106,008+307.2% | $92,240+368.0% | $147,586+192.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 19.43% | 50.05%-30.6pp | 176.29%-156.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $15,016 | $4,333+246.5% | $3,680+308.1% | $4,876+207.9% |
| Participant deferral / active EE | $7,927 | $4,478+77.0% | $3,897+103.4% | $5,439+45.7% |
| Admin fee / account holder | $11,176 | $6,333+76.5% | $5,194+115.2% | $10,886+2.7% |