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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 | $277,015 | $90,320+206.7% | $59,496+365.6% | $125,389+120.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.70% | 369.13%-373.8pp | 182.05%-186.7pp | 282.24%-286.9pp |
| Employer contribution / active EE | $18,737 | $1,792+945.9% | $1,153+1525.2% | $4,866+285.1% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $1,829-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,289 | $3,063+105.3% | $2,232+181.7% | $9,541-34.1% |