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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 | $251,619 | $150,447+67.2% | $136,298+84.6% | $147,586+70.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.70% | 1049.15%-1033.5pp | 5156.27%-5140.6pp | 578.59%-562.9pp |
| Employer contribution / active EE | $2,745 | $5,256-47.8% | $4,696-41.5% | $4,876-43.7% |
| Participant deferral / active EE | $6,328 | $6,631-4.6% | $6,247+1.3% | $5,439+16.3% |
| Admin fee / account holder | $13,982 | $10,906+28.2% | $9,244+51.3% | $10,886+28.4% |