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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 | $325,630 | $92,766+251.0% | $82,763+293.4% | $134,545+142.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -11.06% | 946.97%-958.0pp | 702.45%-713.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $17,406 | $3,273+431.8% | $3,008+478.6% | $4,742+267.1% |
| Participant deferral / active EE | $3,725 | $4,802-22.4% | $4,395-15.2% | $6,401-41.8% |
| Admin fee / account holder | $16,337 | $5,978+173.3% | $5,325+206.8% | $11,431+42.9% |