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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 | $469,700 | $93,117+404.4% | $77,096+509.2% | $134,532+249.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.73% | 62.67%-69.4pp | 42.35%-49.1pp | 418.27%-425.0pp |
| Employer contribution / active EE | $4,116 | $3,420+20.3% | $2,814+46.3% | $4,741-13.2% |
| Participant deferral / active EE | $9,000 | $5,241+71.7% | $4,429+103.2% | $6,401+40.6% |
| Admin fee / account holder | $19,496 | $6,948+180.6% | $5,428+259.1% | $11,429+70.6% |