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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 | $846,183 | $97,729+765.8% | $83,830+909.4% | $135,379+525.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 98.99% | 1287.52%-1188.5pp | 850.97%-752.0pp | 519.79%-420.8pp |
| Employer contribution / active EE | $31,194 | $4,222+638.8% | $3,631+759.1% | $4,779+552.7% |
| Participant deferral / active EE | $18,333 | $4,683+291.5% | $4,082+349.1% | $5,609+226.9% |
| Admin fee / account holder | $3,685 | $6,674-44.8% | $5,479-32.7% | $10,828-66.0% |