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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 | $383,844 | $138,102+177.9% | $125,381+206.1% | $134,532+185.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.22% | 750.73%-760.9pp | 572.31%-582.5pp | 418.27%-428.5pp |
| Employer contribution / active EE | $6,301 | $5,245+20.1% | $4,815+30.9% | $4,741+32.9% |
| Participant deferral / active EE | $13,142 | $7,801+68.5% | $7,448+76.5% | $6,401+105.3% |
| Admin fee / account holder | $4,221 | $11,568-63.5% | $10,007-57.8% | $11,429-63.1% |