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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 | $601,644 | $152,597+294.3% | $117,533+411.9% | $134,532+347.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.16% | 53.04%-71.2pp | 29.77%-47.9pp | 418.27%-436.4pp |
| Employer contribution / active EE | $58,000 | $5,576+940.1% | $4,179+1287.8% | $4,741+1123.4% |
| Participant deferral / active EE | $0 | $4,821-100.0% | $4,072-100.0% | $6,401-100.0% |
| Admin fee / account holder | $941 | $7,007-86.6% | $5,647-83.3% | $11,429-91.8% |