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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 | $376,078 | $226,135+66.3% | $182,558+106.0% | $152,909+145.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 17.15% | 192.60%-175.5pp | 148.59%-131.4pp | 345.46%-328.3pp |
| Employer contribution / active EE | $33,333 | $4,979+569.5% | $4,076+717.8% | $4,764+599.7% |
| Participant deferral / active EE | $0 | $6,371-100.0% | $5,526-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,198 | $10,707-79.5% | $8,594-74.4% | $11,601-81.1% |