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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 | $451,034 | $138,102+226.6% | $125,381+259.7% | $134,532+235.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -16.04% | 750.73%-766.8pp | 572.31%-588.4pp | 418.27%-434.3pp |
| Employer contribution / active EE | $9,825 | $5,245+87.3% | $4,815+104.0% | $4,741+107.2% |
| Participant deferral / active EE | $15,670 | $7,801+100.9% | $7,448+110.4% | $6,401+144.8% |
| Admin fee / account holder | $12,390 | $11,568+7.1% | $10,007+23.8% | $11,429+8.4% |