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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 | $301,644 | $84,697+256.1% | $73,845+308.5% | $125,393+140.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | 1.38% | 3123.66%-3122.3pp | 2267.91%-2266.5pp | 282.23%-280.9pp |
| Employer contribution / active EE | $33,521 | $3,123+973.2% | $2,788+1102.5% | $4,866+588.9% |
| Participant deferral / active EE | $0 | $3,993-100.0% | $3,583-100.0% | $5,351-100.0% |
| Admin fee / account holder | $157,406 | $5,692+2665.6% | $4,881+3125.2% | $9,541+1549.8% |