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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 | $362,159 | $150,447+140.7% | $136,298+165.7% | $147,586+145.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.72% | 1049.15%-1030.4pp | 5156.27%-5137.5pp | 578.59%-559.9pp |
| Employer contribution / active EE | $3,996 | $5,256-24.0% | $4,696-14.9% | $4,876-18.1% |
| Participant deferral / active EE | $15,840 | $6,631+138.9% | $6,247+153.6% | $5,439+191.2% |
| Admin fee / account holder | $3,628 | $10,906-66.7% | $9,244-60.8% | $10,886-66.7% |