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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 | $412,214 | $106,008+288.9% | $92,240+346.9% | $147,586+179.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 16.31% | 50.05%-33.7pp | 176.29%-160.0pp | 578.59%-562.3pp |
| Employer contribution / active EE | $3,550 | $4,333-18.1% | $3,680-3.5% | $4,876-27.2% |
| Participant deferral / active EE | $10,000 | $4,478+123.3% | $3,897+156.6% | $5,439+83.9% |
| Admin fee / account holder | $12,682 | $6,333+100.2% | $5,194+144.2% | $10,886+16.5% |