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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 | $271,483 | $110,629+145.4% | $80,784+236.1% | $167,553+62.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 20.65% | 120.58%-99.9pp | 87.31%-66.7pp | 478.89%-458.2pp |
| Employer contribution / active EE | $21,180 | $1,543+1272.6% | $1,160+1725.5% | $4,840+337.6% |
| Participant deferral / active EE | $14,857 | $2,871+417.6% | $2,145+592.5% | $6,343+134.2% |
| Admin fee / account holder | $7,400 | $4,547+62.8% | $3,380+118.9% | $12,316-39.9% |