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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 | $782,684 | $190,843+310.1% | $159,981+389.2% | $134,493+482.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -11.60% | 552.37%-564.0pp | 408.70%-420.3pp | 418.01%-429.6pp |
| Employer contribution / active EE | $34,943 | $4,993+599.8% | $4,224+727.2% | $4,740+637.2% |
| Participant deferral / active EE | $0 | $6,923-100.0% | $6,182-100.0% | $6,400-100.0% |
| Admin fee / account holder | $26,556 | $10,475+153.5% | $8,700+205.2% | $11,425+132.4% |