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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 | $138,114+146.5% | $125,391+171.6% | $134,545+153.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.54% | 750.88%-764.4pp | 572.41%-586.0pp | 418.37%-431.9pp |
| Employer contribution / active EE | $25,855 | $5,246+392.9% | $4,816+436.9% | $4,742+445.3% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $19,790 | $11,570+71.0% | $10,009+97.7% | $11,431+73.1% |