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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 | $296,347 | $67,372+339.9% | $60,906+386.6% | $134,532+120.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | 204.77% | 50.05%+154.7pp | 16.94%+187.8pp | 418.27%-213.5pp |
| Employer contribution / active EE | $13,597 | $3,099+338.7% | $2,703+403.0% | $4,741+186.8% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,975 | $4,588-35.2% | $3,227-7.8% | $11,429-74.0% |