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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 | $343,954 | $97,761+251.8% | $83,850+310.2% | $135,382+154.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -8.65% | 1287.44%-1296.1pp | 850.92%-859.6pp | 519.77%-528.4pp |
| Employer contribution / active EE | $17,917 | $4,222+324.4% | $3,631+393.5% | $4,779+274.9% |
| Participant deferral / active EE | $7,735 | $4,682+65.2% | $4,082+89.5% | $5,609+37.9% |
| Admin fee / account holder | $15,140 | $6,674+126.8% | $5,478+176.3% | $10,829+39.8% |