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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 | $303,940 | $72,426+319.7% | $67,560+349.9% | $145,897+108.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 7226.78%-7213.6pp | 3533.50%-3520.3pp | 552.29%-539.1pp |
| Employer contribution / active EE | $6,436 | $3,074+109.3% | $2,737+135.2% | $4,663+38.0% |
| Participant deferral / active EE | $31,196 | $4,785+551.9% | $4,004+679.1% | $6,689+366.4% |
| Admin fee / account holder | $7,268 | $5,514+31.8% | $3,994+82.0% | $13,390-45.7% |