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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 | $366,047 | $160,028+128.7% | $147,080+148.9% | $145,884+150.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 0.00% | 98.60%-98.6pp | 420.17%-420.2pp | 551.85%-551.8pp |
| Employer contribution / active EE | $4,927 | $5,286-6.8% | $4,933-0.1% | $4,662+5.7% |
| Participant deferral / active EE | $6,217 | $8,422-26.2% | $8,066-22.9% | $6,690-7.1% |
| Admin fee / account holder | $15,642 | $15,030+4.1% | $12,989+20.4% | $13,392+16.8% |