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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 | $534,475 | $135,645+294.0% | $110,243+384.8% | $135,380+294.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.48% | 513.24%-517.7pp | 314.76%-319.2pp | 519.81%-524.3pp |
| Employer contribution / active EE | $12,492 | $4,907+154.6% | $3,827+226.4% | $4,779+161.4% |
| Participant deferral / active EE | $16,794 | $5,507+204.9% | $4,672+259.4% | $5,609+199.4% |
| Admin fee / account holder | $7,972 | $11,458-30.4% | $8,548-6.7% | $10,828-26.4% |