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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 | $334,324 | $97,729+242.1% | $83,830+298.8% | $135,379+147.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -3.46% | 1287.52%-1291.0pp | 850.97%-854.4pp | 519.79%-523.2pp |
| Employer contribution / active EE | $10,111 | $4,222+139.5% | $3,631+178.5% | $4,779+111.6% |
| Participant deferral / active EE | $7,000 | $4,683+49.5% | $4,082+71.5% | $5,609+24.8% |
| Admin fee / account holder | $3,031 | $6,674-54.6% | $5,479-44.7% | $10,828-72.0% |