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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 | $378,182 | $92,743+307.8% | $82,744+357.1% | $134,532+181.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -16.53% | 946.63%-963.2pp | 702.22%-718.7pp | 418.27%-434.8pp |
| Employer contribution / active EE | $18,182 | $3,273+455.6% | $3,008+504.4% | $4,741+283.5% |
| Participant deferral / active EE | $0 | $4,802-100.0% | $4,395-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,422 | $5,977+224.9% | $5,325+264.7% | $11,429+69.9% |