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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 | $304,633 | $150,447+102.5% | $136,298+123.5% | $147,586+106.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.04% | 1049.15%-1032.1pp | 5156.27%-5139.2pp | 578.59%-561.6pp |
| Employer contribution / active EE | $5,600 | $5,256+6.5% | $4,696+19.3% | $4,876+14.8% |
| Participant deferral / active EE | $16,000 | $6,631+141.3% | $6,247+156.1% | $5,439+194.2% |
| Admin fee / account holder | $2,140 | $10,906-80.4% | $9,244-76.9% | $10,886-80.3% |