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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 | $440,023 | $135,645+224.4% | $110,243+299.1% | $135,380+225.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.68% | 513.24%-517.9pp | 314.76%-319.4pp | 519.81%-524.5pp |
| Employer contribution / active EE | $13,992 | $4,907+185.1% | $3,827+265.6% | $4,779+192.8% |
| Participant deferral / active EE | $14,759 | $5,507+168.0% | $4,672+215.9% | $5,609+163.1% |
| Admin fee / account holder | $2,311 | $11,458-79.8% | $8,548-73.0% | $10,828-78.7% |