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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 | $452,629 | $138,075+227.8% | $123,552+266.3% | $135,379+234.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -2.05% | 153.70%-155.8pp | 119.20%-121.3pp | 519.79%-521.8pp |
| Employer contribution / active EE | $7,556 | $5,152+46.7% | $4,628+63.3% | $4,779+58.1% |
| Participant deferral / active EE | $12,858 | $6,800+89.1% | $6,426+100.1% | $5,609+129.2% |
| Admin fee / account holder | $11,836 | $10,917+8.4% | $9,285+27.5% | $10,828+9.3% |