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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 | $445,231 | $135,645+228.2% | $110,243+303.9% | $135,379+228.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.46% | 513.24%-517.7pp | 314.76%-319.2pp | 519.79%-524.2pp |
| Employer contribution / active EE | $2,988 | $4,907-39.1% | $3,827-21.9% | $4,779-37.5% |
| Participant deferral / active EE | $20,900 | $5,507+279.5% | $4,672+347.3% | $5,609+272.6% |
| Admin fee / account holder | $8,461 | $11,458-26.2% | $8,548-1.0% | $10,828-21.9% |