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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 | $393,106 | $180,459+117.8% | $154,108+155.1% | $135,380+190.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.42% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $10,503 | $6,035+74.0% | $5,298+98.3% | $4,779+119.8% |
| Participant deferral / active EE | $10,357 | $5,806+78.4% | $5,081+103.9% | $5,609+84.7% |
| Admin fee / account holder | $331 | $16,145-98.0% | $13,411-97.5% | $10,828-96.9% |