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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 | $375,187 | $150,442+149.4% | $136,295+175.3% | $147,585+154.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.08% | 1049.09%-1032.0pp | 5155.97%-5138.9pp | 578.56%-561.5pp |
| Employer contribution / active EE | $20,592 | $5,256+291.8% | $4,695+338.5% | $4,876+322.3% |
| Participant deferral / active EE | $13,936 | $6,630+110.2% | $6,247+123.1% | $5,439+156.2% |
| Admin fee / account holder | $3,762 | $10,905-65.5% | $9,243-59.3% | $10,885-65.4% |