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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 | $97,759+289.8% | $83,849+354.5% | $135,377+181.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.79% | 1287.41%-1293.2pp | 850.91%-856.7pp | 519.75%-525.5pp |
| Employer contribution / active EE | $24,244 | $4,222+474.3% | $3,631+567.7% | $4,779+407.3% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $58,152 | $6,674+771.3% | $5,478+961.5% | $10,828+437.0% |