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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 | $254,669 | $144,130+76.7% | $117,861+116.1% | $147,586+72.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.05% | 531.20%-519.1pp | 335.11%-323.1pp | 578.59%-566.5pp |
| Employer contribution / active EE | $16,261 | $4,897+232.1% | $3,786+329.5% | $4,876+233.5% |
| Participant deferral / active EE | $9,325 | $5,316+75.4% | $4,482+108.1% | $5,439+71.5% |
| Admin fee / account holder | $2,339 | $10,887-78.5% | $8,021-70.8% | $10,886-78.5% |