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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 | $1,059,814 | $90,617+1069.6% | $79,476+1233.5% | $135,382+682.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -2.72% | 977.57%-980.3pp | 718.21%-720.9pp | 519.77%-522.5pp |
| Employer contribution / active EE | $43,646 | $3,068+1322.7% | $2,800+1458.6% | $4,779+813.3% |
| Participant deferral / active EE | $0 | $4,050-100.0% | $3,704-100.0% | $5,609-100.0% |
| Admin fee / account holder | $100,000 | $5,907+1592.8% | $5,113+1855.7% | $10,829+823.5% |