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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 | $502,202 | $147,727+240.0% | $115,756+333.8% | $134,532+273.3% |
| Participation rate | 92.3% | 80.4%+11.9pp | 77.1%+15.2pp | 81.2%+11.1pp |
| Annual return | -14.11% | 73.96%-88.1pp | 143.14%-157.3pp | 418.27%-432.4pp |
| Employer contribution / active EE | $22,197 | $4,713+371.0% | $3,793+485.3% | $4,741+368.2% |
| Participant deferral / active EE | $0 | $7,563-100.0% | $6,254-100.0% | $6,401-100.0% |
| Admin fee / account holder | $29,377 | $14,571+101.6% | $8,124+261.6% | $11,429+157.0% |