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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 | $261,958 | $150,447+74.1% | $136,298+92.2% | $147,586+77.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.37% | 1049.15%-1033.8pp | 5156.27%-5140.9pp | 578.59%-563.2pp |
| Employer contribution / active EE | $6,250 | $5,256+18.9% | $4,696+33.1% | $4,876+28.2% |
| Participant deferral / active EE | $9,233 | $6,631+39.2% | $6,247+47.8% | $5,439+69.8% |
| Admin fee / account holder | $2,212 | $10,906-79.7% | $9,244-76.1% | $10,886-79.7% |