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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 | $448,155 | $135,639+230.4% | $110,241+306.5% | $135,382+231.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.71% | 513.21%-519.9pp | 314.75%-321.5pp | 519.77%-526.5pp |
| Employer contribution / active EE | $15,145 | $4,907+208.7% | $3,827+295.8% | $4,779+216.9% |
| Participant deferral / active EE | $9,455 | $5,507+71.7% | $4,672+102.4% | $5,609+68.6% |
| Admin fee / account holder | $3,988 | $11,457-65.2% | $8,548-53.3% | $10,829-63.2% |