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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 | $336,720 | $92,684+263.3% | $82,706+307.1% | $134,509+150.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -4.04% | 945.84%-949.9pp | 701.76%-705.8pp | 418.13%-422.2pp |
| Employer contribution / active EE | $10,365 | $3,272+216.8% | $3,007+244.6% | $4,741+118.6% |
| Participant deferral / active EE | $13,943 | $4,800+190.5% | $4,394+217.3% | $6,400+117.8% |
| Admin fee / account holder | $20,290 | $5,982+239.2% | $5,329+280.8% | $11,427+77.6% |