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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 | $72,465+319.4% | $67,575+349.8% | $145,884+108.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 13.18% | 7222.56%-7209.4pp | 3528.98%-3515.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $6,436 | $3,074+109.4% | $2,736+135.3% | $4,662+38.0% |
| Participant deferral / active EE | $31,196 | $4,786+551.9% | $4,003+679.2% | $6,690+366.3% |
| Admin fee / account holder | $7,268 | $5,515+31.8% | $3,993+82.0% | $13,392-45.7% |