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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 | $300,931 | $107,353+180.3% | $92,903+223.9% | $152,885+96.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 93.50% | 145.62%-52.1pp | 109.43%-15.9pp | 345.39%-251.9pp |
| Employer contribution / active EE | $3,902 | $4,222-7.6% | $3,653+6.8% | $4,763-18.1% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $79,887 | $7,081+1028.2% | $5,795+1278.6% | $11,598+588.8% |