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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 | $389,665 | $138,102+182.2% | $125,381+210.8% | $134,532+189.6% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -8.54% | 750.73%-759.3pp | 572.31%-580.8pp | 418.27%-426.8pp |
| Employer contribution / active EE | $20,278 | $5,245+286.6% | $4,815+321.1% | $4,741+327.7% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $26,381 | $11,568+128.1% | $10,007+163.6% | $11,429+130.8% |