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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 | $506,760 | $225,673+124.6% | $203,872+148.6% | $155,188+226.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 6.68% | 95.91%-89.2pp | 85.11%-78.4pp | 148.84%-142.2pp |
| Employer contribution / active EE | $20,000 | $4,099+388.0% | $3,757+432.3% | $4,248+370.8% |
| Participant deferral / active EE | $0 | $6,893-100.0% | $6,388-100.0% | $6,531-100.0% |
| Admin fee / account holder | $698 | $12,327-94.3% | $11,730-94.0% | $14,480-95.2% |