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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 | $270,008 | $100,938+167.5% | $90,461+198.5% | $158,982+69.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 10.18% | 1727.20%-1717.0pp | 1294.76%-1284.6pp | 302.99%-292.8pp |
| Employer contribution / active EE | $14,535 | $3,691+293.8% | $3,264+345.3% | $4,763+205.2% |
| Participant deferral / active EE | $20,303 | $4,350+366.8% | $3,964+412.1% | $5,983+239.3% |
| Admin fee / account holder | $605 | $6,510-90.7% | $5,617-89.2% | $11,252-94.6% |