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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 | $366,715 | $138,078+165.6% | $125,363+192.5% | $134,509+172.6% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -11.81% | 750.49%-762.3pp | 572.15%-584.0pp | 418.13%-429.9pp |
| Employer contribution / active EE | $7,667 | $5,245+46.2% | $4,815+59.2% | $4,741+61.7% |
| Participant deferral / active EE | $10,630 | $7,800+36.3% | $7,447+42.7% | $6,400+66.1% |
| Admin fee / account holder | $6,304 | $11,566-45.5% | $10,005-37.0% | $11,427-44.8% |