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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 | $475,578 | $180,466+163.5% | $154,114+208.6% | $135,382+251.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.83% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $2,520 | $6,035-58.2% | $5,298-52.4% | $4,779-47.3% |
| Participant deferral / active EE | $6,092 | $5,806+4.9% | $5,081+19.9% | $5,609+8.6% |
| Admin fee / account holder | $2,514 | $16,144-84.4% | $13,411-81.3% | $10,829-76.8% |