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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 | $299,628 | $160,040+87.2% | $147,096+103.7% | $145,877+105.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.72% | 98.49%-79.8pp | 419.75%-401.0pp | 551.28%-532.6pp |
| Employer contribution / active EE | $15,333 | $5,289+189.9% | $4,936+210.6% | $4,663+228.8% |
| Participant deferral / active EE | $15,395 | $8,429+82.6% | $8,071+90.7% | $6,691+130.1% |
| Admin fee / account holder | $7,842 | $15,050-47.9% | $13,005-39.7% | $13,402-41.5% |