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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 | $834,405 | $167,362+398.6% | $143,799+480.3% | $134,532+520.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.97% | 0.47%-12.4pp | -0.04%-11.9pp | 418.27%-430.2pp |
| Employer contribution / active EE | $25,820 | $5,620+359.4% | $4,952+421.4% | $4,741+444.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,278 | $18,094-59.8% | $14,677-50.4% | $11,429-36.3% |