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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 | $935,067 | $84,551+1005.9% | $61,452+1421.6% | $134,532+595.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -16.78% | 585.39%-602.2pp | 338.96%-355.7pp | 418.27%-435.0pp |
| Employer contribution / active EE | $34,750 | $1,545+2149.6% | $1,160+2896.8% | $4,741+633.0% |
| Participant deferral / active EE | $0 | $2,818-100.0% | $2,125-100.0% | $6,401-100.0% |
| Admin fee / account holder | $10,821 | $2,587+318.2% | $2,131+407.8% | $11,429-5.3% |