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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 | $636,405 | $138,102+360.8% | $125,381+407.6% | $134,532+373.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.02% | 750.73%-768.7pp | 572.31%-590.3pp | 418.27%-436.3pp |
| Employer contribution / active EE | $9,104 | $5,245+73.6% | $4,815+89.1% | $4,741+92.0% |
| Participant deferral / active EE | $24,271 | $7,801+211.2% | $7,448+225.9% | $6,401+279.2% |
| Admin fee / account holder | $182,496 | $11,568+1477.6% | $10,007+1723.7% | $11,429+1496.8% |