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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 | $337,682 | $107,368+214.5% | $92,915+263.4% | $152,909+120.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 42.69% | 145.64%-103.0pp | 109.45%-66.8pp | 345.46%-302.8pp |
| Employer contribution / active EE | $4,545 | $4,222+7.6% | $3,653+24.4% | $4,764-4.6% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $11,937 | $7,082+68.6% | $5,796+106.0% | $11,601+2.9% |