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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 | $581,846 | $138,114+321.3% | $125,391+364.0% | $134,545+332.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.47% | 750.88%-764.4pp | 572.41%-585.9pp | 418.37%-431.8pp |
| Employer contribution / active EE | $9,110 | $5,246+73.7% | $4,816+89.2% | $4,742+92.1% |
| Participant deferral / active EE | $11,250 | $7,801+44.2% | $7,448+51.0% | $6,401+75.7% |
| Admin fee / account holder | $43,141 | $11,570+272.9% | $10,009+331.0% | $11,431+277.4% |