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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 | $291,518 | $138,102+111.1% | $125,381+132.5% | $134,532+116.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.72% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $3,025 | $5,245-42.3% | $4,815-37.2% | $4,741-36.2% |
| Participant deferral / active EE | $11,847 | $7,801+51.9% | $7,448+59.1% | $6,401+85.1% |
| Admin fee / account holder | $3,743 | $11,568-67.6% | $10,007-62.6% | $11,429-67.2% |