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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 | $620,516 | $138,076+349.4% | $123,553+402.2% | $135,380+358.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.35% | 153.70%-157.1pp | 119.21%-122.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $19,330 | $5,152+275.2% | $4,628+317.7% | $4,779+304.5% |
| Participant deferral / active EE | $12,452 | $6,800+83.1% | $6,426+93.8% | $5,609+122.0% |
| Admin fee / account holder | $3,000 | $10,917-72.5% | $9,284-67.7% | $10,828-72.3% |