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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 | $374,741 | $82,630+353.5% | $64,105+484.6% | $125,389+198.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -2.76% | 1489.72%-1492.5pp | 791.24%-794.0pp | 282.24%-285.0pp |
| Employer contribution / active EE | $1,525 | $2,671-42.9% | $1,820-16.2% | $4,866-68.7% |
| Participant deferral / active EE | $16,800 | $3,608+365.6% | $2,822+495.4% | $5,352+213.9% |
| Admin fee / account holder | $1,547 | $6,382-75.8% | $4,499-65.6% | $9,541-83.8% |