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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 | $363,452 | $106,008+242.9% | $92,240+294.0% | $147,586+146.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.04% | 50.05%-38.0pp | 176.29%-164.3pp | 578.59%-566.6pp |
| Employer contribution / active EE | $3,958 | $4,333-8.7% | $3,680+7.6% | $4,876-18.8% |
| Participant deferral / active EE | $12,925 | $4,478+188.6% | $3,897+231.7% | $5,439+137.6% |
| Admin fee / account holder | $6,692 | $6,333+5.7% | $5,194+28.8% | $10,886-38.5% |