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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 | $422,616 | $190,916+121.4% | $160,037+164.1% | $134,545+214.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.63% | 552.79%-566.4pp | 408.95%-422.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $10,000 | $4,996+100.2% | $4,226+136.6% | $4,742+110.9% |
| Participant deferral / active EE | $4,500 | $6,925-35.0% | $6,184-27.2% | $6,401-29.7% |
| Admin fee / account holder | $2,645 | $10,497-74.8% | $8,716-69.7% | $11,431-76.9% |