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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 | $321,798 | $138,072+133.1% | $123,549+160.5% | $135,382+137.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 4.63% | 153.69%-149.1pp | 119.20%-114.6pp | 519.77%-515.1pp |
| Employer contribution / active EE | $12,122 | $5,152+135.3% | $4,628+161.9% | $4,779+153.7% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,203 | $10,917-70.7% | $9,284-65.5% | $10,829-70.4% |