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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 | $264,995 | $156,963+68.8% | $121,204+118.6% | $139,466+90.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 26.67% | 1476.75%-1450.1pp | 987.18%-960.5pp | 373.66%-347.0pp |
| Employer contribution / active EE | $35,025 | $5,544+531.7% | $4,170+740.0% | $4,754+636.8% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,083-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,683 | $6,953-61.4% | $5,651-52.5% | $11,409-76.5% |