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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 | $299,282 | $106,005+182.3% | $92,239+224.5% | $147,585+102.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.16% | 50.05%-37.9pp | 176.29%-164.1pp | 578.58%-566.4pp |
| Employer contribution / active EE | $14,059 | $4,333+224.4% | $3,680+282.1% | $4,876+188.3% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,913 | $6,333-69.8% | $5,194-63.2% | $10,886-82.4% |