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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 | $615,798 | $150,447+309.3% | $136,298+351.8% | $147,586+317.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 39.40% | 1049.15%-1009.8pp | 5156.27%-5116.9pp | 578.59%-539.2pp |
| Employer contribution / active EE | $5,304 | $5,256+0.9% | $4,696+13.0% | $4,876+8.8% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,947 | $10,906-73.0% | $9,244-68.1% | $10,886-72.9% |