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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 | $647,392 | $82,630+683.5% | $64,105+909.9% | $125,389+416.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -1.18% | 1489.72%-1490.9pp | 791.24%-792.4pp | 282.24%-283.4pp |
| Employer contribution / active EE | $42,191 | $2,671+1479.5% | $1,820+2218.3% | $4,866+767.0% |
| Participant deferral / active EE | $0 | $3,608-100.0% | $2,822-100.0% | $5,352-100.0% |
| Admin fee / account holder | $6,147 | $6,382-3.7% | $4,499+36.6% | $9,541-35.6% |