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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 | $150,447+149.4% | $136,298+175.3% | $147,586+154.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.08% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.5pp |
| Employer contribution / active EE | $20,592 | $5,256+291.7% | $4,696+338.5% | $4,876+322.3% |
| Participant deferral / active EE | $13,936 | $6,631+110.2% | $6,247+123.1% | $5,439+156.2% |
| Admin fee / account holder | $3,762 | $10,906-65.5% | $9,244-59.3% | $10,886-65.4% |