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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 | $685,060 | $96,123+612.7% | $77,361+785.5% | $198,609+244.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 75.0%+25.0pp | 82.4%+17.6pp |
| Annual return | 8.06% | 2054.81%-2046.7pp | 1011.54%-1003.5pp | 202.70%-194.6pp |
| Employer contribution / active EE | $9,314 | $3,791+145.7% | $2,990+211.5% | $5,055+84.2% |
| Participant deferral / active EE | $2,145 | $4,975-56.9% | $3,911-45.2% | $6,977-69.3% |
| Admin fee / account holder | $63,110 | $9,471+566.4% | $5,894+970.8% | $19,030+231.6% |