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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 | $613,549 | $190,862+221.5% | $159,991+283.5% | $134,509+356.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.38% | 552.59%-560.0pp | 408.82%-416.2pp | 418.13%-425.5pp |
| Employer contribution / active EE | $12,592 | $4,995+152.1% | $4,225+198.0% | $4,741+165.6% |
| Participant deferral / active EE | $27,000 | $6,924+290.0% | $6,183+336.7% | $6,400+321.9% |
| Admin fee / account holder | $7,941 | $10,495-24.3% | $8,715-8.9% | $11,427-30.5% |