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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 | $314,253 | $106,008+196.4% | $92,240+240.7% | $147,586+112.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.75% | 50.05%-37.3pp | 176.29%-163.5pp | 578.59%-565.8pp |
| Employer contribution / active EE | $17,962 | $4,333+314.5% | $3,680+388.1% | $4,876+268.4% |
| Participant deferral / active EE | $1,897 | $4,478-57.6% | $3,897-51.3% | $5,439-65.1% |
| Admin fee / account holder | $1,701 | $6,333-73.1% | $5,194-67.3% | $10,886-84.4% |