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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 | $650,218 | $138,114+370.8% | $125,391+418.6% | $134,545+383.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.11% | 750.88%-765.0pp | 572.41%-586.5pp | 418.37%-432.5pp |
| Employer contribution / active EE | $31,783 | $5,246+505.9% | $4,816+560.0% | $4,742+570.3% |
| Participant deferral / active EE | $12,000 | $7,801+53.8% | $7,448+61.1% | $6,401+87.5% |
| Admin fee / account holder | $4,156 | $11,570-64.1% | $10,009-58.5% | $11,431-63.6% |