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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 | $415,457 | $150,447+176.1% | $136,298+204.8% | $147,586+181.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.23% | 1049.15%-1036.9pp | 5156.27%-5144.0pp | 578.59%-566.4pp |
| Employer contribution / active EE | $26,811 | $5,256+410.1% | $4,696+471.0% | $4,876+449.8% |
| Participant deferral / active EE | $18,000 | $6,631+171.5% | $6,247+188.1% | $5,439+231.0% |
| Admin fee / account holder | $45,517 | $10,906+317.4% | $9,244+392.4% | $10,886+318.1% |