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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 | $351,787 | $150,447+133.8% | $136,298+158.1% | $147,586+138.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.24% | 1049.15%-1035.9pp | 5156.27%-5143.0pp | 578.59%-565.4pp |
| Employer contribution / active EE | $7,135 | $5,256+35.7% | $4,696+52.0% | $4,876+46.3% |
| Participant deferral / active EE | $9,709 | $6,631+46.4% | $6,247+55.4% | $5,439+78.5% |
| Admin fee / account holder | $8,551 | $10,906-21.6% | $9,244-7.5% | $10,886-21.4% |