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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 | $429,722 | $197,819+117.2% | $155,789+175.8% | $125,389+242.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 6.24% | 86.73%-80.5pp | 71.54%-65.3pp | 282.24%-276.0pp |
| Employer contribution / active EE | $12,185 | $4,850+151.2% | $3,839+217.4% | $4,866+150.4% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $787 | $9,544-91.8% | $7,477-89.5% | $9,541-91.7% |