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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 | $448,751 | $138,102+224.9% | $125,381+257.9% | $134,532+233.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.98% | 750.73%-766.7pp | 572.31%-588.3pp | 418.27%-434.2pp |
| Employer contribution / active EE | $6,100 | $5,245+16.3% | $4,815+26.7% | $4,741+28.7% |
| Participant deferral / active EE | $10,400 | $7,801+33.3% | $7,448+39.6% | $6,401+62.5% |
| Admin fee / account holder | $10,975 | $11,568-5.1% | $10,007+9.7% | $11,429-4.0% |