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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 | $599,808 | $138,075+334.4% | $123,552+385.5% | $135,379+343.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.13% | 153.70%-160.8pp | 119.20%-126.3pp | 519.79%-526.9pp |
| Employer contribution / active EE | $14,521 | $5,152+181.9% | $4,628+213.8% | $4,779+203.9% |
| Participant deferral / active EE | $15,850 | $6,800+133.1% | $6,426+146.7% | $5,609+182.6% |
| Admin fee / account holder | $6,096 | $10,917-44.2% | $9,285-34.3% | $10,828-43.7% |