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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 | $303,581 | $138,102+119.8% | $125,381+142.1% | $134,532+125.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.59% | 750.73%-764.3pp | 572.31%-585.9pp | 418.27%-431.9pp |
| Employer contribution / active EE | $2,839 | $5,245-45.9% | $4,815-41.0% | $4,741-40.1% |
| Participant deferral / active EE | $5,970 | $7,801-23.5% | $7,448-19.8% | $6,401-6.7% |
| Admin fee / account holder | $3,046 | $11,568-73.7% | $10,007-69.6% | $11,429-73.4% |