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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 | $289,870 | $97,729+196.6% | $83,830+245.8% | $135,379+114.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.97% | 1287.52%-1293.5pp | 850.97%-856.9pp | 519.79%-525.8pp |
| Employer contribution / active EE | $18,252 | $4,222+332.3% | $3,631+402.7% | $4,779+281.9% |
| Participant deferral / active EE | $7,452 | $4,683+59.1% | $4,082+82.6% | $5,609+32.9% |
| Admin fee / account holder | $42,105 | $6,674+530.9% | $5,479+668.5% | $10,828+288.9% |