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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 | $761,584 | $92,743+721.2% | $82,744+820.4% | $134,532+466.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.40% | 946.63%-958.0pp | 702.22%-713.6pp | 418.27%-429.7pp |
| Employer contribution / active EE | $41,482 | $3,273+1167.5% | $3,008+1279.0% | $4,741+774.9% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,444 | $5,977-8.9% | $5,325+2.2% | $11,429-52.4% |