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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 | $262,999 | $138,102+90.4% | $125,381+109.8% | $134,532+95.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.65% | 750.73%-764.4pp | 572.31%-586.0pp | 418.27%-431.9pp |
| Employer contribution / active EE | $19,675 | $5,245+275.1% | $4,815+308.6% | $4,741+315.0% |
| Participant deferral / active EE | $14,652 | $7,801+87.8% | $7,448+96.7% | $6,401+128.9% |
| Admin fee / account holder | $309 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |