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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 | $361,536 | $138,102+161.8% | $125,381+188.3% | $134,532+168.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.68% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $15,801 | $5,245+201.2% | $4,815+228.1% | $4,741+233.3% |
| Participant deferral / active EE | $14,168 | $7,801+81.6% | $7,448+90.2% | $6,401+121.3% |
| Admin fee / account holder | $1,615 | $11,568-86.0% | $10,007-83.9% | $11,429-85.9% |