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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 | $557,025 | $138,078+303.4% | $125,363+344.3% | $134,509+314.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.62% | 750.49%-763.1pp | 572.15%-584.8pp | 418.13%-430.8pp |
| Employer contribution / active EE | $7,142 | $5,245+36.2% | $4,815+48.3% | $4,741+50.6% |
| Participant deferral / active EE | $22,283 | $7,800+185.7% | $7,447+199.2% | $6,400+248.1% |
| Admin fee / account holder | $16,330 | $11,566+41.2% | $10,005+63.2% | $11,427+42.9% |