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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 | $288,448 | $88,603+225.5% | $69,890+312.7% | $134,545+114.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -10.53% | 442.93%-453.5pp | 190.84%-201.4pp | 418.37%-428.9pp |
| Employer contribution / active EE | $10,150 | $3,236+213.7% | $2,560+296.5% | $4,742+114.1% |
| Participant deferral / active EE | $9,842 | $4,771+106.3% | $3,848+155.7% | $6,401+53.8% |
| Admin fee / account holder | $7,098 | $10,443-32.0% | $6,267+13.3% | $11,431-37.9% |