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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 | $346,821 | $168,636+105.7% | $147,618+134.9% | $125,388+176.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.96% | 77.65%-78.6pp | 61.98%-62.9pp | 282.24%-283.2pp |
| Employer contribution / active EE | $9,083 | $6,252+45.3% | $5,565+63.2% | $4,866+86.7% |
| Participant deferral / active EE | $10,998 | $5,507+99.7% | $4,895+124.7% | $5,352+105.5% |
| Admin fee / account holder | $3,979 | $13,580-70.7% | $11,612-65.7% | $9,541-58.3% |