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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 | $368,062 | $106,008+247.2% | $92,240+299.0% | $147,586+149.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 13.63% | 50.05%-36.4pp | 176.29%-162.7pp | 578.59%-565.0pp |
| Employer contribution / active EE | $17,317 | $4,333+299.6% | $3,680+370.6% | $4,876+255.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,580 | $6,333-43.5% | $5,194-31.1% | $10,886-67.1% |