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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 | $734,723 | $190,862+285.0% | $159,991+359.2% | $134,509+446.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.68% | 552.59%-569.3pp | 408.82%-425.5pp | 418.13%-434.8pp |
| Employer contribution / active EE | $18,502 | $4,995+270.4% | $4,225+337.9% | $4,741+290.3% |
| Participant deferral / active EE | $0 | $6,924-100.0% | $6,183-100.0% | $6,400-100.0% |
| Admin fee / account holder | $5,748 | $10,495-45.2% | $8,715-34.0% | $11,427-49.7% |