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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 | $424,781 | $180,459+135.4% | $154,108+175.6% | $135,380+213.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.35% | 888.21%-891.6pp | 735.21%-738.6pp | 519.81%-523.2pp |
| Employer contribution / active EE | $21,112 | $6,035+249.8% | $5,298+298.5% | $4,779+341.8% |
| Participant deferral / active EE | $13,800 | $5,806+137.7% | $5,081+171.6% | $5,609+146.0% |
| Admin fee / account holder | $76,807 | $16,145+375.7% | $13,411+472.7% | $10,828+609.3% |