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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 | $302,297 | $76,785+293.7% | $56,441+435.6% | $145,959+107.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.96% | 3000.51%-2983.5pp | 1704.21%-1687.2pp | 561.95%-545.0pp |
| Employer contribution / active EE | $11,981 | $1,381+767.8% | $1,039+1053.0% | $4,661+157.1% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,953-100.0% | $6,689-100.0% |
| Admin fee / account holder | $4,499 | $3,334+34.9% | $2,829+59.0% | $13,398-66.4% |