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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 | $535,604 | $138,114+287.8% | $125,391+327.1% | $134,545+298.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.01% | 750.88%-768.9pp | 572.41%-590.4pp | 418.37%-436.4pp |
| Employer contribution / active EE | $17,496 | $5,246+233.5% | $4,816+263.3% | $4,742+269.0% |
| Participant deferral / active EE | $22,873 | $7,801+193.2% | $7,448+207.1% | $6,401+257.3% |
| Admin fee / account holder | $2,792 | $11,570-75.9% | $10,009-72.1% | $11,431-75.6% |