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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 | $362,635 | $160,070+126.5% | $147,117+146.5% | $145,897+148.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.22% | 98.69%-70.5pp | 420.54%-392.3pp | 552.29%-524.1pp |
| Employer contribution / active EE | $8,602 | $5,285+62.8% | $4,932+74.4% | $4,663+84.5% |
| Participant deferral / active EE | $20,824 | $8,419+147.3% | $8,065+158.2% | $6,689+211.3% |
| Admin fee / account holder | $80,714 | $15,035+436.8% | $12,993+521.2% | $13,390+502.8% |