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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 | $468,054 | $150,447+211.1% | $136,298+243.4% | $147,586+217.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.96% | 1049.15%-1035.2pp | 5156.27%-5142.3pp | 578.59%-564.6pp |
| Employer contribution / active EE | $5,688 | $5,256+8.2% | $4,696+21.1% | $4,876+16.6% |
| Participant deferral / active EE | $14,152 | $6,631+113.4% | $6,247+126.5% | $5,439+160.2% |
| Admin fee / account holder | $36,558 | $10,906+235.2% | $9,244+295.5% | $10,886+235.8% |