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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 | $278,525 | $97,732+185.0% | $83,831+232.2% | $135,380+105.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -1.14% | 1287.56%-1288.7pp | 850.99%-852.1pp | 519.81%-520.9pp |
| Employer contribution / active EE | $10,914 | $4,222+158.5% | $3,631+200.6% | $4,779+128.4% |
| Participant deferral / active EE | $6,267 | $4,683+33.8% | $4,082+53.5% | $5,609+11.7% |
| Admin fee / account holder | $2,770 | $6,675-58.5% | $5,479-49.4% | $10,828-74.4% |