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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 | $734,288 | $138,068+431.8% | $125,358+485.8% | $134,493+446.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.83% | 750.30%-767.1pp | 572.03%-588.9pp | 418.01%-434.8pp |
| Employer contribution / active EE | $15,225 | $5,244+190.3% | $4,814+216.3% | $4,740+221.2% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,919 | $11,568-40.2% | $10,007-30.9% | $11,425-39.4% |