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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 | $466,595 | $135,645+244.0% | $110,243+323.2% | $135,380+244.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.28% | 513.24%-517.5pp | 314.76%-319.0pp | 519.81%-524.1pp |
| Employer contribution / active EE | $3,231 | $4,907-34.2% | $3,827-15.6% | $4,779-32.4% |
| Participant deferral / active EE | $2,195 | $5,507-60.2% | $4,672-53.0% | $5,609-60.9% |
| Admin fee / account holder | $22,688 | $11,458+98.0% | $8,548+165.4% | $10,828+109.5% |