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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 | $587,033 | $138,114+325.0% | $125,391+368.2% | $134,545+336.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.22% | 750.88%-767.1pp | 572.41%-588.6pp | 418.37%-434.6pp |
| Employer contribution / active EE | $2,249 | $5,246-57.1% | $4,816-53.3% | $4,742-52.6% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $324 | $11,570-97.2% | $10,009-96.8% | $11,431-97.2% |