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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 | $370,663 | $138,114+168.4% | $125,391+195.6% | $134,545+175.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 0.65% | 750.88%-750.2pp | 572.41%-571.8pp | 418.37%-417.7pp |
| Employer contribution / active EE | $61,000 | $5,246+1062.8% | $4,816+1166.7% | $4,742+1186.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $1,066 | $11,570-90.8% | $10,009-89.3% | $11,431-90.7% |