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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 | $261,392 | $150,446+73.7% | $136,297+91.8% | $147,585+77.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 156.43% | 1049.14%-892.7pp | 5156.19%-4999.8pp | 578.58%-422.2pp |
| Employer contribution / active EE | $1,327 | $5,256-74.8% | $4,696-71.7% | $4,876-72.8% |
| Participant deferral / active EE | $7,118 | $6,631+7.4% | $6,247+13.9% | $5,439+30.9% |
| Admin fee / account holder | $21,068 | $10,906+93.2% | $9,244+127.9% | $10,886+93.5% |