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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 | $275,543 | $138,102+99.5% | $125,381+119.8% | $134,532+104.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.54% | 750.73%-761.3pp | 572.31%-582.8pp | 418.27%-428.8pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $14,400 | $7,801+84.6% | $7,448+93.3% | $6,401+125.0% |
| Admin fee / account holder | $6,735 | $11,568-41.8% | $10,007-32.7% | $11,429-41.1% |