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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 | $328,327 | $97,761+235.8% | $83,850+291.6% | $135,382+142.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.15% | 1287.44%-1288.6pp | 850.92%-852.1pp | 519.77%-520.9pp |
| Employer contribution / active EE | $2,975 | $4,222-29.5% | $3,631-18.1% | $4,779-37.7% |
| Participant deferral / active EE | $14,032 | $4,682+199.7% | $4,082+243.8% | $5,609+150.2% |
| Admin fee / account holder | $1,438 | $6,674-78.5% | $5,478-73.7% | $10,829-86.7% |