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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 | $273,363 | $190,862+43.2% | $159,991+70.9% | $134,509+103.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.39% | 552.59%-568.0pp | 408.82%-424.2pp | 418.13%-433.5pp |
| Employer contribution / active EE | $5,679 | $4,995+13.7% | $4,225+34.4% | $4,741+19.8% |
| Participant deferral / active EE | $16,616 | $6,924+140.0% | $6,183+168.8% | $6,400+159.6% |
| Admin fee / account holder | $483 | $10,495-95.4% | $8,715-94.5% | $11,427-95.8% |