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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 | $263,238 | $150,447+75.0% | $136,298+93.1% | $147,586+78.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.70% | 1049.15%-1034.5pp | 5156.27%-5141.6pp | 578.59%-563.9pp |
| Employer contribution / active EE | $2,241 | $5,256-57.4% | $4,696-52.3% | $4,876-54.0% |
| Participant deferral / active EE | $6,478 | $6,631-2.3% | $6,247+3.7% | $5,439+19.1% |
| Admin fee / account holder | $2,630 | $10,906-75.9% | $9,244-71.5% | $10,886-75.8% |