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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 | $369,349 | $121,656+203.6% | $104,614+253.1% | $158,950+132.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 6.12% | 465.51%-459.4pp | 340.56%-334.4pp | 302.91%-296.8pp |
| Employer contribution / active EE | $10,705 | $3,164+238.3% | $2,681+299.3% | $4,762+124.8% |
| Participant deferral / active EE | $0 | $4,177-100.0% | $3,739-100.0% | $5,983-100.0% |
| Admin fee / account holder | $13,967 | $7,775+79.6% | $6,464+116.1% | $11,248+24.2% |