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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 | $386,197 | $209,422+84.4% | $178,503+116.4% | $158,982+142.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.28% | 188.81%-181.5pp | 151.12%-143.8pp | 302.99%-295.7pp |
| Employer contribution / active EE | $14,728 | $5,707+158.1% | $5,011+193.9% | $4,763+209.2% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $2,422 | $17,079-85.8% | $13,987-82.7% | $11,252-78.5% |