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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 | $389,002 | $90,617+329.3% | $79,476+389.5% | $135,382+187.3% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.06% | 977.57%-979.6pp | 718.21%-720.3pp | 519.77%-521.8pp |
| Employer contribution / active EE | $12,807 | $3,068+317.5% | $2,800+357.3% | $4,779+168.0% |
| Participant deferral / active EE | $4,046 | $4,050-0.1% | $3,704+9.2% | $5,609-27.9% |
| Admin fee / account holder | $89,080 | $5,907+1407.9% | $5,113+1642.1% | $10,829+722.6% |