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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 | $841,087 | $138,102+509.0% | $125,381+570.8% | $134,532+525.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.47% | 750.73%-761.2pp | 572.31%-582.8pp | 418.27%-428.7pp |
| Employer contribution / active EE | $10,567 | $5,245+101.4% | $4,815+119.4% | $4,741+122.9% |
| Participant deferral / active EE | $11,875 | $7,801+52.2% | $7,448+59.4% | $6,401+85.5% |
| Admin fee / account holder | $3,637 | $11,568-68.6% | $10,007-63.7% | $11,429-68.2% |