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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 | $408,500 | $138,102+195.8% | $125,381+225.8% | $134,532+203.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.78% | 750.73%-765.5pp | 572.31%-587.1pp | 418.27%-433.0pp |
| Employer contribution / active EE | $19,150 | $5,245+265.1% | $4,815+297.7% | $4,741+303.9% |
| Participant deferral / active EE | $6,600 | $7,801-15.4% | $7,448-11.4% | $6,401+3.1% |
| Admin fee / account holder | $5,285 | $11,568-54.3% | $10,007-47.2% | $11,429-53.8% |