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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 | $531,460 | $138,076+284.9% | $123,553+330.1% | $135,380+292.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.10% | 153.70%-162.8pp | 119.21%-128.3pp | 519.81%-528.9pp |
| Employer contribution / active EE | $14,250 | $5,152+176.6% | $4,628+207.9% | $4,779+198.2% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,296 | $10,917-51.5% | $9,284-43.0% | $10,828-51.1% |