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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 | $278,882 | $150,446+85.4% | $136,297+104.6% | $147,585+89.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.31% | 1049.14%-1030.8pp | 5156.19%-5137.9pp | 578.58%-560.3pp |
| Employer contribution / active EE | $1,757 | $5,256-66.6% | $4,696-62.6% | $4,876-64.0% |
| Participant deferral / active EE | $9,455 | $6,631+42.6% | $6,247+51.3% | $5,439+73.8% |
| Admin fee / account holder | $2,133 | $10,906-80.4% | $9,244-76.9% | $10,886-80.4% |