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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 | $711,478 | $138,078+415.3% | $125,363+467.5% | $134,509+428.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.76% | 750.49%-763.3pp | 572.15%-584.9pp | 418.13%-430.9pp |
| Employer contribution / active EE | $5,000 | $5,245-4.7% | $4,815+3.8% | $4,741+5.5% |
| Participant deferral / active EE | $18,433 | $7,800+136.3% | $7,447+147.5% | $6,400+188.0% |
| Admin fee / account holder | $2,263 | $11,566-80.4% | $10,005-77.4% | $11,427-80.2% |