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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 | $304,425 | $97,729+211.5% | $83,830+263.1% | $135,379+124.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.27% | 1287.52%-1294.8pp | 850.97%-858.2pp | 519.79%-527.1pp |
| Employer contribution / active EE | $4,650 | $4,222+10.1% | $3,631+28.0% | $4,779-2.7% |
| Participant deferral / active EE | $10,641 | $4,683+127.2% | $4,082+160.7% | $5,609+89.7% |
| Admin fee / account holder | $2,534 | $6,674-62.0% | $5,479-53.7% | $10,828-76.6% |