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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 | $868,985 | $138,076+529.4% | $123,553+603.3% | $135,380+541.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.57% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $15,000 | $5,152+191.2% | $4,628+224.1% | $4,779+213.9% |
| Participant deferral / active EE | $3,600 | $6,800-47.1% | $6,426-44.0% | $5,609-35.8% |
| Admin fee / account holder | $4,828 | $10,917-55.8% | $9,284-48.0% | $10,828-55.4% |