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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 | $579,162 | $138,102+319.4% | $125,381+361.9% | $134,532+330.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.47% | 750.73%-758.2pp | 572.31%-579.8pp | 418.27%-425.7pp |
| Employer contribution / active EE | $13,133 | $5,245+150.4% | $4,815+172.7% | $4,741+177.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,829 | $11,568-75.5% | $10,007-71.7% | $11,429-75.2% |