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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 | $426,766 | $171,867+148.3% | $149,721+185.0% | $147,586+189.2% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 42.90% | 2113.36%-2070.5pp | 1501.67%-1458.8pp | 578.59%-535.7pp |
| Employer contribution / active EE | $25,427 | $6,275+305.2% | $5,444+367.0% | $4,876+421.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $617 | $13,799-95.5% | $11,282-94.5% | $10,886-94.3% |