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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 | $314,610 | $135,645+131.9% | $110,243+185.4% | $135,380+132.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.78% | 513.24%-521.0pp | 314.76%-322.5pp | 519.81%-527.6pp |
| Employer contribution / active EE | $16,113 | $4,907+228.4% | $3,827+321.1% | $4,779+237.2% |
| Participant deferral / active EE | $4,963 | $5,507-9.9% | $4,672+6.2% | $5,609-11.5% |
| Admin fee / account holder | $2,782 | $11,458-75.7% | $8,548-67.5% | $10,828-74.3% |