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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 | $739,410 | $138,114+435.4% | $125,391+489.7% | $134,545+449.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -7.22% | 750.88%-758.1pp | 572.41%-579.6pp | 418.37%-425.6pp |
| Employer contribution / active EE | $2,247 | $5,246-57.2% | $4,816-53.3% | $4,742-52.6% |
| Participant deferral / active EE | $4,451 | $7,801-42.9% | $7,448-40.2% | $6,401-30.5% |
| Admin fee / account holder | $21,761 | $11,570+88.1% | $10,009+117.4% | $11,431+90.4% |