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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 | $380,065 | $135,645+180.2% | $110,243+244.8% | $135,379+180.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.82% | 513.24%-520.1pp | 314.76%-321.6pp | 519.79%-526.6pp |
| Employer contribution / active EE | $11,062 | $4,907+125.4% | $3,827+189.1% | $4,779+131.5% |
| Participant deferral / active EE | $11,250 | $5,507+104.3% | $4,672+140.8% | $5,609+100.6% |
| Admin fee / account holder | $4,134 | $11,458-63.9% | $8,548-51.6% | $10,828-61.8% |