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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 | $366,821 | $106,551+244.3% | $91,225+302.1% | $134,532+172.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -13.32% | 160.78%-174.1pp | 114.12%-127.4pp | 418.27%-431.6pp |
| Employer contribution / active EE | $2,500 | $3,331-25.0% | $2,851-12.3% | $4,741-47.3% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $13,636 | $6,234+118.7% | $5,422+151.5% | $11,429+19.3% |