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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 | $251,078 | $138,102+81.8% | $125,381+100.3% | $134,532+86.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.55% | 750.73%-766.3pp | 572.31%-587.9pp | 418.27%-433.8pp |
| Employer contribution / active EE | $2,854 | $5,245-45.6% | $4,815-40.7% | $4,741-39.8% |
| Participant deferral / active EE | $11,694 | $7,801+49.9% | $7,448+57.0% | $6,401+82.7% |
| Admin fee / account holder | $9,485 | $11,568-18.0% | $10,007-5.2% | $11,429-17.0% |