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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 | $770,145 | $84,685+809.4% | $73,836+943.0% | $125,389+514.2% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -2.89% | 3123.80%-3126.7pp | 2268.06%-2270.9pp | 282.24%-285.1pp |
| Employer contribution / active EE | $12,252 | $3,123+292.3% | $2,787+339.5% | $4,866+151.8% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,352-100.0% |
| Admin fee / account holder | $26,790 | $5,694+370.5% | $4,882+448.8% | $9,541+180.8% |