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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 | $281,403 | $90,606+210.6% | $79,466+254.1% | $135,379+107.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.18% | 977.69%-985.9pp | 718.28%-726.5pp | 519.79%-528.0pp |
| Employer contribution / active EE | $21,384 | $3,068+597.1% | $2,800+663.7% | $4,779+347.5% |
| Participant deferral / active EE | $12,250 | $4,050+202.4% | $3,704+230.7% | $5,609+118.4% |
| Admin fee / account holder | $2,334 | $5,895-60.4% | $5,104-54.3% | $10,828-78.4% |