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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 | $528,695 | $180,466+193.0% | $154,114+243.1% | $135,382+290.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.01% | 888.15%-891.2pp | 735.16%-738.2pp | 519.77%-522.8pp |
| Employer contribution / active EE | $9,771 | $6,035+61.9% | $5,298+84.4% | $4,779+104.5% |
| Participant deferral / active EE | $10,320 | $5,806+77.7% | $5,081+103.1% | $5,609+84.0% |
| Admin fee / account holder | $3,981 | $16,144-75.3% | $13,411-70.3% | $10,829-63.2% |