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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 | $573,464 | $138,102+315.2% | $125,381+357.4% | $134,532+326.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.04% | 750.73%-764.8pp | 572.31%-586.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $5,273 | $5,245+0.5% | $4,815+9.5% | $4,741+11.2% |
| Participant deferral / active EE | $25,170 | $7,801+222.7% | $7,448+238.0% | $6,401+293.2% |
| Admin fee / account holder | $94,521 | $11,568+717.1% | $10,007+844.5% | $11,429+727.1% |