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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 | $360,108 | $138,078+160.8% | $125,363+187.3% | $134,509+167.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.05% | 750.49%-759.5pp | 572.15%-581.2pp | 418.13%-427.2pp |
| Employer contribution / active EE | $10,000 | $5,245+90.7% | $4,815+107.7% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $7,800-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,785 | $11,566-67.3% | $10,005-62.2% | $11,427-66.9% |