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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 | $294,195 | $88,585+232.1% | $69,884+321.0% | $134,532+118.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -15.08% | 442.80%-457.9pp | 190.81%-205.9pp | 418.27%-433.3pp |
| Employer contribution / active EE | $9,528 | $3,235+194.5% | $2,560+272.2% | $4,741+101.0% |
| Participant deferral / active EE | $0 | $4,770-100.0% | $3,848-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,828 | $10,441-5.9% | $6,266+56.8% | $11,429-14.0% |