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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 | $391,706 | $138,114+183.6% | $125,391+212.4% | $134,545+191.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.11% | 750.88%-768.0pp | 572.41%-589.5pp | 418.37%-435.5pp |
| Employer contribution / active EE | $7,601 | $5,246+44.9% | $4,816+57.8% | $4,742+60.3% |
| Participant deferral / active EE | $11,111 | $7,801+42.4% | $7,448+49.2% | $6,401+73.6% |
| Admin fee / account holder | $2,123 | $11,570-81.6% | $10,009-78.8% | $11,431-81.4% |