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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 | $723,468 | $106,557+578.9% | $91,227+693.0% | $134,545+437.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -17.60% | 160.81%-178.4pp | 114.14%-131.7pp | 418.37%-436.0pp |
| Employer contribution / active EE | $34,000 | $3,332+920.4% | $2,851+1092.5% | $4,742+617.1% |
| Participant deferral / active EE | $0 | $4,719-100.0% | $4,234-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,044 | $6,235+45.0% | $5,423+66.8% | $11,431-20.9% |