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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 | $448,616 | $138,075+224.9% | $123,552+263.1% | $135,379+231.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.92% | 153.70%-158.6pp | 119.20%-124.1pp | 519.79%-524.7pp |
| Employer contribution / active EE | $34,455 | $5,152+568.8% | $4,628+644.5% | $4,779+621.0% |
| Participant deferral / active EE | $5,786 | $6,800-14.9% | $6,426-10.0% | $5,609+3.2% |
| Admin fee / account holder | $1,581 | $10,917-85.5% | $9,285-83.0% | $10,828-85.4% |