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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 | $262,387 | $138,078+90.0% | $125,363+109.3% | $134,509+95.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.99% | 750.49%-767.5pp | 572.15%-589.1pp | 418.13%-435.1pp |
| Employer contribution / active EE | $19,000 | $5,245+262.3% | $4,815+294.6% | $4,741+300.8% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $8,774 | $11,566-24.1% | $10,005-12.3% | $11,427-23.2% |