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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 | $271,007 | $150,447+80.1% | $136,298+98.8% | $147,586+83.6% |
| Participation rate | 80.0% | 84.4%-4.4pp | 81.9%-1.9pp | 82.8%-2.8pp |
| Annual return | 14.88% | 1049.15%-1034.3pp | 5156.27%-5141.4pp | 578.59%-563.7pp |
| Employer contribution / active EE | $4,008 | $5,256-23.8% | $4,696-14.6% | $4,876-17.8% |
| Participant deferral / active EE | $7,079 | $6,631+6.8% | $6,247+13.3% | $5,439+30.2% |
| Admin fee / account holder | $617 | $10,906-94.3% | $9,244-93.3% | $10,886-94.3% |