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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 | $381,083 | $97,732+289.9% | $83,831+354.6% | $135,380+181.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.79% | 1287.56%-1293.3pp | 850.99%-856.8pp | 519.81%-525.6pp |
| Employer contribution / active EE | $24,244 | $4,222+474.2% | $3,631+567.7% | $4,779+407.3% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $58,152 | $6,675+771.3% | $5,479+961.4% | $10,828+437.0% |