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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 | $389,410 | $180,462+115.8% | $154,111+152.7% | $135,379+187.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.48% | 888.17%-894.7pp | 735.18%-741.7pp | 519.79%-526.3pp |
| Employer contribution / active EE | $13,747 | $6,036+127.8% | $5,298+159.5% | $4,779+187.6% |
| Participant deferral / active EE | $7,775 | $5,806+33.9% | $5,081+53.0% | $5,609+38.6% |
| Admin fee / account holder | $51,317 | $16,145+217.9% | $13,411+282.6% | $10,828+373.9% |