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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 | $768,573 | $138,114+456.5% | $125,391+512.9% | $134,545+471.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.34% | 750.88%-753.2pp | 572.41%-574.7pp | 418.37%-420.7pp |
| Employer contribution / active EE | $11,675 | $5,246+122.6% | $4,816+142.4% | $4,742+146.2% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $30,792 | $11,570+166.1% | $10,009+207.7% | $11,431+169.4% |