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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 | $767,136 | $190,879+301.9% | $160,009+379.4% | $134,532+470.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.31% | 552.63%-562.9pp | 408.85%-419.2pp | 418.27%-428.6pp |
| Employer contribution / active EE | $6,292 | $4,995+26.0% | $4,225+48.9% | $4,741+32.7% |
| Participant deferral / active EE | $6,593 | $6,924-4.8% | $6,183+6.6% | $6,401+3.0% |
| Admin fee / account holder | $31,013 | $10,495+195.5% | $8,715+255.9% | $11,429+171.4% |