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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 | $403,693 | $176,688+128.5% | $130,660+209.0% | $152,909+164.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 27.94% | 2693.08%-2665.1pp | 1709.29%-1681.4pp | 345.46%-317.5pp |
| Employer contribution / active EE | $17,813 | $5,743+210.2% | $4,092+335.3% | $4,764+273.9% |
| Participant deferral / active EE | $12,500 | $4,362+186.6% | $3,603+246.9% | $5,851+113.6% |
| Admin fee / account holder | $9,436 | $7,131+32.3% | $5,463+72.7% | $11,601-18.7% |