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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 | $390,153 | $210,698+85.2% | $178,014+119.2% | $145,959+167.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 13.03% | 386.27%-373.2pp | 294.80%-281.8pp | 561.95%-548.9pp |
| Employer contribution / active EE | $11,752 | $4,567+157.3% | $3,950+197.5% | $4,661+152.1% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,301 | $12,016-80.8% | $10,362-77.8% | $13,398-82.8% |