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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 | $283,533 | $97,761+190.0% | $83,850+238.1% | $135,382+109.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.42% | 1287.44%-1293.9pp | 850.92%-857.3pp | 519.77%-526.2pp |
| Employer contribution / active EE | $17,120 | $4,222+305.5% | $3,631+371.5% | $4,779+258.3% |
| Participant deferral / active EE | $1,737 | $4,682-62.9% | $4,082-57.4% | $5,609-69.0% |
| Admin fee / account holder | $2,039 | $6,674-69.4% | $5,478-62.8% | $10,829-81.2% |