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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 | $298,080 | $138,114+115.8% | $125,391+137.7% | $134,545+121.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.91% | 750.88%-767.8pp | 572.41%-589.3pp | 418.37%-435.3pp |
| Employer contribution / active EE | $3,456 | $5,246-34.1% | $4,816-28.2% | $4,742-27.1% |
| Participant deferral / active EE | $15,440 | $7,801+97.9% | $7,448+107.3% | $6,401+141.2% |
| Admin fee / account holder | $3,423 | $11,570-70.4% | $10,009-65.8% | $11,431-70.1% |