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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 | $294,366 | $138,068+113.2% | $125,358+134.8% | $134,493+118.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.51% | 750.30%-770.8pp | 572.03%-592.5pp | 418.01%-438.5pp |
| Employer contribution / active EE | $11,141 | $5,244+112.5% | $4,814+131.4% | $4,740+135.1% |
| Participant deferral / active EE | $9,798 | $7,799+25.6% | $7,447+31.6% | $6,400+53.1% |
| Admin fee / account holder | $10,832 | $11,568-6.4% | $10,007+8.2% | $11,425-5.2% |