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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 | $449,283 | $180,462+149.0% | $154,111+191.5% | $135,379+231.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.09% | 888.17%-888.3pp | 735.18%-735.3pp | 519.79%-519.9pp |
| Employer contribution / active EE | $1,963 | $6,036-67.5% | $5,298-62.9% | $4,779-58.9% |
| Participant deferral / active EE | $7,094 | $5,806+22.2% | $5,081+39.6% | $5,609+26.5% |
| Admin fee / account holder | $3,624 | $16,145-77.6% | $13,411-73.0% | $10,828-66.5% |