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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 | $1,258,025 | $180,462+597.1% | $154,111+716.3% | $135,379+829.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -0.58% | 888.17%-888.8pp | 735.18%-735.8pp | 519.79%-520.4pp |
| Employer contribution / active EE | $29,653 | $6,036+391.3% | $5,298+459.7% | $4,779+520.5% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $44,855 | $16,145+177.8% | $13,411+234.5% | $10,828+314.2% |