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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 | $318,177 | $190,916+66.7% | $160,037+98.8% | $134,545+136.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -2.23% | 552.79%-555.0pp | 408.95%-411.2pp | 418.37%-420.6pp |
| Employer contribution / active EE | $1,962 | $4,996-60.7% | $4,226-53.6% | $4,742-58.6% |
| Participant deferral / active EE | $7,584 | $6,925+9.5% | $6,184+22.6% | $6,401+18.5% |
| Admin fee / account holder | $26,007 | $10,497+147.8% | $8,716+198.4% | $11,431+127.5% |