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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 | $278,957 | $92,684+201.0% | $82,706+237.3% | $134,509+107.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.44% | 945.84%-959.3pp | 701.76%-715.2pp | 418.13%-431.6pp |
| Employer contribution / active EE | $15,016 | $3,272+359.0% | $3,007+399.3% | $4,741+216.8% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,488 | $5,982+41.9% | $5,329+59.3% | $11,427-25.7% |