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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 | $350,967 | $97,761+259.0% | $83,850+318.6% | $135,382+159.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.69% | 1287.44%-1293.1pp | 850.92%-856.6pp | 519.77%-525.5pp |
| Employer contribution / active EE | $13,531 | $4,222+220.5% | $3,631+272.7% | $4,779+183.1% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,387 | $6,674-34.3% | $5,478-19.9% | $10,829-59.5% |