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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 | $384,379 | $92,684+314.7% | $82,706+364.8% | $134,509+185.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.73% | 945.84%-962.6pp | 701.76%-718.5pp | 418.13%-434.9pp |
| Employer contribution / active EE | $14,286 | $3,272+336.6% | $3,007+375.0% | $4,741+201.4% |
| Participant deferral / active EE | $20,500 | $4,800+327.1% | $4,394+366.6% | $6,400+220.3% |
| Admin fee / account holder | $3,859 | $5,982-35.5% | $5,329-27.6% | $11,427-66.2% |