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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 | $516,213 | $180,459+186.1% | $154,108+235.0% | $135,380+281.3% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.03% | 888.21%-893.2pp | 735.21%-740.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $10,802 | $6,035+79.0% | $5,298+103.9% | $4,779+126.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $623 | $16,145-96.1% | $13,411-95.4% | $10,828-94.2% |