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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 | $1,461,667 | $138,114+958.3% | $125,391+1065.7% | $134,545+986.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.54% | 750.88%-769.4pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $4,508 | $5,246-14.1% | $4,816-6.4% | $4,742-4.9% |
| Participant deferral / active EE | $6,833 | $7,801-12.4% | $7,448-8.3% | $6,401+6.7% |
| Admin fee / account holder | $88,614 | $11,570+665.9% | $10,009+785.4% | $11,431+675.2% |