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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 | $495,863 | $90,691+446.8% | $76,119+551.4% | $145,884+239.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 0.00% | 624.52%-624.5pp | 361.25%-361.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $8,086 | $3,329+142.9% | $2,693+200.3% | $4,662+73.4% |
| Participant deferral / active EE | $0 | $5,167-100.0% | $4,259-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,377 | $8,383-71.6% | $6,421-63.0% | $13,392-82.3% |