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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 | $298,975 | $81,763+265.7% | $58,561+410.5% | $139,466+114.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 50.9%+49.1pp | 80.3%+19.7pp |
| Annual return | 9.32% | 7427.77%-7418.5pp | 4251.33%-4242.0pp | 373.66%-364.3pp |
| Employer contribution / active EE | $11,799 | $1,398+743.9% | $1,053+1020.0% | $4,754+148.2% |
| Participant deferral / active EE | $0 | $2,555-100.0% | $1,923-100.0% | $6,712-100.0% |
| Admin fee / account holder | $3,268 | $3,273-0.1% | $2,520+29.7% | $11,409-71.4% |