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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 | $288,437 | $150,447+91.7% | $136,298+111.6% | $147,586+95.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 18.55% | 1049.15%-1030.6pp | 5156.27%-5137.7pp | 578.59%-560.0pp |
| Employer contribution / active EE | $3,050 | $5,256-42.0% | $4,696-35.1% | $4,876-37.5% |
| Participant deferral / active EE | $13,206 | $6,631+99.2% | $6,247+111.4% | $5,439+142.8% |
| Admin fee / account holder | $5,081 | $10,906-53.4% | $9,244-45.0% | $10,886-53.3% |