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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 | $400,354 | $150,442+166.1% | $136,295+193.7% | $147,585+171.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.71% | 1049.09%-1036.4pp | 5155.97%-5143.3pp | 578.56%-565.9pp |
| Employer contribution / active EE | $4,489 | $5,256-14.6% | $4,695-4.4% | $4,876-7.9% |
| Participant deferral / active EE | $13,423 | $6,630+102.4% | $6,247+114.9% | $5,439+146.8% |
| Admin fee / account holder | $3,188 | $10,905-70.8% | $9,243-65.5% | $10,885-70.7% |