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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 | $618,844 | $180,462+242.9% | $154,111+301.6% | $135,379+357.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.02% | 888.17%-892.2pp | 735.18%-739.2pp | 519.79%-523.8pp |
| Employer contribution / active EE | $17,871 | $6,036+196.1% | $5,298+237.3% | $4,779+274.0% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $23,111 | $16,145+43.1% | $13,411+72.3% | $10,828+113.4% |