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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 | $301,567 | $135,645+122.3% | $110,243+173.5% | $135,380+122.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.59% | 513.24%-520.8pp | 314.76%-322.3pp | 519.81%-527.4pp |
| Employer contribution / active EE | $6,021 | $4,907+22.7% | $3,827+57.3% | $4,779+26.0% |
| Participant deferral / active EE | $14,929 | $5,507+171.1% | $4,672+219.5% | $5,609+166.2% |
| Admin fee / account holder | $2,388 | $11,458-79.2% | $8,548-72.1% | $10,828-77.9% |