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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 | $270,917 | $138,078+96.2% | $125,363+116.1% | $134,509+101.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.66% | 750.49%-760.1pp | 572.15%-581.8pp | 418.13%-427.8pp |
| Employer contribution / active EE | $15,000 | $5,245+186.0% | $4,815+211.5% | $4,741+216.4% |
| Participant deferral / active EE | $16,721 | $7,800+114.4% | $7,447+124.5% | $6,400+161.2% |
| Admin fee / account holder | $7,715 | $11,566-33.3% | $10,005-22.9% | $11,427-32.5% |