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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 | $303,769 | $180,462+68.3% | $154,111+97.1% | $135,379+124.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.69% | 888.17%-891.9pp | 735.18%-738.9pp | 519.79%-523.5pp |
| Employer contribution / active EE | $2,819 | $6,036-53.3% | $5,298-46.8% | $4,779-41.0% |
| Participant deferral / active EE | $12,250 | $5,806+111.0% | $5,081+141.1% | $5,609+118.4% |
| Admin fee / account holder | $167,132 | $16,145+935.2% | $13,411+1146.2% | $10,828+1443.5% |