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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 | $553,945 | $135,645+308.4% | $110,243+402.5% | $135,379+309.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -1.45% | 513.24%-514.7pp | 314.76%-316.2pp | 519.79%-521.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,599 | $5,507-52.8% | $4,672-44.4% | $5,609-53.7% |
| Admin fee / account holder | $5,610 | $11,458-51.0% | $8,548-34.4% | $10,828-48.2% |