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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 | $269,099 | $150,447+78.9% | $136,298+97.4% | $147,586+82.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.28% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.3pp |
| Employer contribution / active EE | $4,182 | $5,256-20.4% | $4,696-10.9% | $4,876-14.3% |
| Participant deferral / active EE | $23,020 | $6,631+247.2% | $6,247+268.5% | $5,439+323.3% |
| Admin fee / account holder | $136,023 | $10,906+1147.2% | $9,244+1371.5% | $10,886+1149.5% |