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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 | $362,793 | $115,814+213.3% | $101,275+258.2% | $158,982+128.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 319.82% | 56.16%+263.7pp | 46.48%+273.3pp | 302.99%+16.8pp |
| Employer contribution / active EE | $6,086 | $4,176+45.7% | $3,660+66.3% | $4,763+27.8% |
| Participant deferral / active EE | $0 | $4,958-100.0% | $4,371-100.0% | $5,983-100.0% |
| Admin fee / account holder | $3,686 | $7,249-49.2% | $5,948-38.0% | $11,252-67.2% |