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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 | $342,039 | $160,059+113.7% | $140,019+144.3% | $135,380+152.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.79% | 911.48%-918.3pp | 651.17%-658.0pp | 519.81%-526.6pp |
| Employer contribution / active EE | $14,039 | $6,420+118.7% | $5,605+150.5% | $4,779+193.8% |
| Participant deferral / active EE | $18,129 | $7,641+137.3% | $6,927+161.7% | $5,609+223.2% |
| Admin fee / account holder | $618 | $13,328-95.4% | $10,705-94.2% | $10,828-94.3% |