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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 | $341,038 | $171,867+98.4% | $149,721+127.8% | $147,586+131.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.86% | 2113.36%-2096.5pp | 1501.67%-1484.8pp | 578.59%-561.7pp |
| Employer contribution / active EE | $9,000 | $6,275+43.4% | $5,444+65.3% | $4,876+84.6% |
| Participant deferral / active EE | $7,077 | $7,270-2.7% | $6,568+7.7% | $5,439+30.1% |
| Admin fee / account holder | $2,696 | $13,799-80.5% | $11,282-76.1% | $10,886-75.2% |