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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 | $339,836 | $138,068+146.1% | $125,358+171.1% | $134,493+152.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.09% | 750.30%-767.4pp | 572.03%-589.1pp | 418.01%-435.1pp |
| Employer contribution / active EE | $9,660 | $5,244+84.2% | $4,814+100.7% | $4,740+103.8% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,620 | $11,568-86.0% | $10,007-83.8% | $11,425-85.8% |