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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 | $472,580 | $90,606+421.6% | $79,466+494.7% | $135,379+249.1% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.37% | 977.69%-980.1pp | 718.28%-720.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $35,654 | $3,068+1062.2% | $2,800+1173.3% | $4,779+646.1% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $2,275 | $5,895-61.4% | $5,104-55.4% | $10,828-79.0% |