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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 | $408,404 | $138,102+195.7% | $125,381+225.7% | $134,532+203.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.56% | 750.73%-769.3pp | 572.31%-590.9pp | 418.27%-436.8pp |
| Employer contribution / active EE | $5,808 | $5,245+10.7% | $4,815+20.6% | $4,741+22.5% |
| Participant deferral / active EE | $14,502 | $7,801+85.9% | $7,448+94.7% | $6,401+126.6% |
| Admin fee / account holder | $5,810 | $11,568-49.8% | $10,007-41.9% | $11,429-49.2% |