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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 | $388,190 | $138,078+181.1% | $125,363+209.7% | $134,509+188.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.05% | 750.49%-751.5pp | 572.15%-573.2pp | 418.13%-419.2pp |
| Employer contribution / active EE | $23,564 | $5,245+349.3% | $4,815+389.4% | $4,741+397.1% |
| Participant deferral / active EE | $8,250 | $7,800+5.8% | $7,447+10.8% | $6,400+28.9% |
| Admin fee / account holder | $2,000 | $11,566-82.7% | $10,005-80.0% | $11,427-82.5% |