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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 | $498,554 | $70,366+608.5% | $66,674+647.8% | $138,895+258.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 0.00% | 386.41%-386.4pp | 321.24%-321.2pp | 145.39%-145.4pp |
| Employer contribution / active EE | $3,450 | $2,765+24.8% | $2,620+31.7% | $4,194-17.7% |
| Participant deferral / active EE | $3,450 | $4,374-21.1% | $4,084-15.5% | $6,396-46.1% |
| Admin fee / account holder | $1,735 | $5,262-67.0% | $5,098-66.0% | $12,562-86.2% |