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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 | $571,366 | $92,684+516.5% | $82,706+590.8% | $134,509+324.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.62% | 945.84%-957.5pp | 701.76%-713.4pp | 418.13%-429.8pp |
| Employer contribution / active EE | $1,000 | $3,272-69.4% | $3,007-66.7% | $4,741-78.9% |
| Participant deferral / active EE | $11,040 | $4,800+130.0% | $4,394+151.3% | $6,400+72.5% |
| Admin fee / account holder | $3,786 | $5,982-36.7% | $5,329-28.9% | $11,427-66.9% |