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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 | $280,829 | $167,030+68.1% | $135,768+106.8% | $155,188+81.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 16.59% | 678.39%-661.8pp | 526.10%-509.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $15,565 | $4,132+276.7% | $3,394+358.6% | $4,248+266.4% |
| Participant deferral / active EE | $0 | $4,528-100.0% | $3,977-100.0% | $6,531-100.0% |
| Admin fee / account holder | $25,941 | $8,172+217.5% | $7,048+268.0% | $14,480+79.2% |