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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 | $528,353 | $92,684+470.1% | $82,706+538.8% | $134,509+292.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -17.37% | 945.84%-963.2pp | 701.76%-719.1pp | 418.13%-435.5pp |
| Employer contribution / active EE | $7,272 | $3,272+122.3% | $3,007+141.8% | $4,741+53.4% |
| Participant deferral / active EE | $4,584 | $4,800-4.5% | $4,394+4.3% | $6,400-28.4% |
| Admin fee / account holder | $7,246 | $5,982+21.1% | $5,329+36.0% | $11,427-36.6% |