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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 | $511,508 | $138,075+270.5% | $123,552+314.0% | $135,379+277.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.83% | 153.70%-157.5pp | 119.20%-123.0pp | 519.79%-523.6pp |
| Employer contribution / active EE | $31,231 | $5,152+506.2% | $4,628+574.8% | $4,779+553.5% |
| Participant deferral / active EE | $9,555 | $6,800+40.5% | $6,426+48.7% | $5,609+70.4% |
| Admin fee / account holder | $5,238 | $10,917-52.0% | $9,285-43.6% | $10,828-51.6% |