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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 | $370,935 | $171,867+115.8% | $149,721+147.8% | $147,586+151.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.63% | 2113.36%-2099.7pp | 1501.67%-1488.0pp | 578.59%-565.0pp |
| Employer contribution / active EE | $14,160 | $6,275+125.7% | $5,444+160.1% | $4,876+190.4% |
| Participant deferral / active EE | $8,000 | $7,270+10.0% | $6,568+21.8% | $5,439+47.1% |
| Admin fee / account holder | $492 | $13,799-96.4% | $11,282-95.6% | $10,886-95.5% |