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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 | $273,651 | $138,078+98.2% | $125,363+118.3% | $134,509+103.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.89% | 750.49%-760.4pp | 572.15%-582.0pp | 418.13%-428.0pp |
| Employer contribution / active EE | $2,430 | $5,245-53.7% | $4,815-49.5% | $4,741-48.7% |
| Participant deferral / active EE | $10,373 | $7,800+33.0% | $7,447+39.3% | $6,400+62.1% |
| Admin fee / account holder | $703 | $11,566-93.9% | $10,005-93.0% | $11,427-93.9% |