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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 | $519,138 | $180,466+187.7% | $154,114+236.9% | $135,382+283.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.10% | 888.15%-890.2pp | 735.16%-737.3pp | 519.77%-521.9pp |
| Employer contribution / active EE | $13,649 | $6,035+126.2% | $5,298+157.6% | $4,779+185.6% |
| Participant deferral / active EE | $13,205 | $5,806+127.4% | $5,081+159.9% | $5,609+135.4% |
| Admin fee / account holder | $2,420 | $16,144-85.0% | $13,411-82.0% | $10,829-77.7% |