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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 | $998,961 | $138,114+623.3% | $125,391+696.7% | $134,545+642.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.83% | 750.88%-765.7pp | 572.41%-587.2pp | 418.37%-433.2pp |
| Employer contribution / active EE | $3,468 | $5,246-33.9% | $4,816-28.0% | $4,742-26.9% |
| Participant deferral / active EE | $22,202 | $7,801+184.6% | $7,448+198.1% | $6,401+246.8% |
| Admin fee / account holder | $33,716 | $11,570+191.4% | $10,009+236.9% | $11,431+195.0% |