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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 | $476,893 | $138,102+245.3% | $125,381+280.4% | $134,532+254.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.86% | 750.73%-765.6pp | 572.31%-587.2pp | 418.27%-433.1pp |
| Employer contribution / active EE | $15,000 | $5,245+186.0% | $4,815+211.5% | $4,741+216.4% |
| Participant deferral / active EE | $13,500 | $7,801+73.1% | $7,448+81.3% | $6,401+110.9% |
| Admin fee / account holder | $4,570 | $11,568-60.5% | $10,007-54.3% | $11,429-60.0% |