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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 | $963,411 | $104,544+821.5% | $76,657+1156.8% | $152,897+530.1% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.76% | 1014.36%-995.6pp | 1166.74%-1148.0pp | 345.43%-326.7pp |
| Employer contribution / active EE | $25,333 | $3,118+712.5% | $2,303+1000.2% | $4,764+431.8% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,335-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,082 | $12,286-17.9% | $6,423+57.0% | $11,599-13.1% |