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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 | $340,510 | $138,068+146.6% | $125,358+171.6% | $134,493+153.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.54% | 750.30%-763.8pp | 572.03%-585.6pp | 418.01%-431.6pp |
| Employer contribution / active EE | $25,855 | $5,244+393.1% | $4,814+437.1% | $4,740+445.5% |
| Participant deferral / active EE | $0 | $7,799-100.0% | $7,447-100.0% | $6,400-100.0% |
| Admin fee / account holder | $19,790 | $11,568+71.1% | $10,007+97.8% | $11,425+73.2% |