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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 | $857,481 | $97,732+777.4% | $83,831+922.9% | $135,380+533.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.41% | 1287.56%-1294.0pp | 850.99%-857.4pp | 519.81%-526.2pp |
| Employer contribution / active EE | $3,660 | $4,222-13.3% | $3,631+0.8% | $4,779-23.4% |
| Participant deferral / active EE | $12,000 | $4,683+156.3% | $4,082+194.0% | $5,609+113.9% |
| Admin fee / account holder | $23,820 | $6,675+256.9% | $5,479+334.8% | $10,828+120.0% |