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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 | $266,272 | $150,447+77.0% | $136,298+95.4% | $147,586+80.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.02% | 1049.15%-1033.1pp | 5156.27%-5140.3pp | 578.59%-562.6pp |
| Employer contribution / active EE | $4,890 | $5,256-7.0% | $4,696+4.1% | $4,876+0.3% |
| Participant deferral / active EE | $5,502 | $6,631-17.0% | $6,247-11.9% | $5,439+1.2% |
| Admin fee / account holder | $2,772 | $10,906-74.6% | $9,244-70.0% | $10,886-74.5% |