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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 | $487,743 | $138,078+253.2% | $125,363+289.1% | $134,509+262.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.77% | 750.49%-753.3pp | 572.15%-574.9pp | 418.13%-420.9pp |
| Employer contribution / active EE | $7,920 | $5,245+51.0% | $4,815+64.5% | $4,741+67.1% |
| Participant deferral / active EE | $8,940 | $7,800+14.6% | $7,447+20.0% | $6,400+39.7% |
| Admin fee / account holder | $20,045 | $11,566+73.3% | $10,005+100.3% | $11,427+75.4% |