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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 | $366,078 | $150,447+143.3% | $136,298+168.6% | $147,586+148.0% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.90% | 1049.15%-1030.3pp | 5156.27%-5137.4pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,857 | $5,256-45.6% | $4,696-39.2% | $4,876-41.4% |
| Participant deferral / active EE | $11,375 | $6,631+71.5% | $6,247+82.1% | $5,439+109.1% |
| Admin fee / account holder | $45,964 | $10,906+321.5% | $9,244+397.2% | $10,886+322.2% |