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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 | $724,164 | $160,059+352.4% | $140,019+417.2% | $135,380+434.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -4.30% | 911.48%-915.8pp | 651.17%-655.5pp | 519.81%-524.1pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,605-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $14,333 | $7,641+87.6% | $6,927+106.9% | $5,609+155.5% |
| Admin fee / account holder | $25,540 | $13,328+91.6% | $10,705+138.6% | $10,828+135.9% |