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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 | $303,298 | $97,732+210.3% | $83,831+261.8% | $135,380+124.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.21% | 1287.56%-1294.8pp | 850.99%-858.2pp | 519.81%-527.0pp |
| Employer contribution / active EE | $10,277 | $4,222+143.4% | $3,631+183.0% | $4,779+115.0% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $3,906 | $6,675-41.5% | $5,479-28.7% | $10,828-63.9% |