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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 | $346,707 | $180,462+92.1% | $154,111+125.0% | $135,379+156.1% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.35% | 888.17%-894.5pp | 735.18%-741.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $10,543 | $6,036+74.7% | $5,298+99.0% | $4,779+120.6% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $56,476 | $16,145+249.8% | $13,411+321.1% | $10,828+421.6% |