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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 | $1,086,931 | $138,075+687.2% | $123,552+779.7% | $135,379+702.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.02% | 153.70%-157.7pp | 119.20%-123.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $47,815 | $5,152+828.1% | $4,628+933.2% | $4,779+900.5% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,322 | $10,917-60.4% | $9,285-53.4% | $10,828-60.1% |