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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 | $280,112 | $190,879+46.7% | $160,009+75.1% | $134,532+108.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -5.04% | 552.63%-557.7pp | 408.85%-413.9pp | 418.27%-423.3pp |
| Employer contribution / active EE | $13,817 | $4,995+176.6% | $4,225+227.0% | $4,741+191.4% |
| Participant deferral / active EE | $9,000 | $6,924+30.0% | $6,183+45.6% | $6,401+40.6% |
| Admin fee / account holder | $4,029 | $10,495-61.6% | $8,715-53.8% | $11,429-64.7% |