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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 | $259,083 | $138,102+87.6% | $125,381+106.6% | $134,532+92.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.93% | 750.73%-746.8pp | 572.31%-568.4pp | 418.27%-414.3pp |
| Employer contribution / active EE | $12,681 | $5,245+141.7% | $4,815+163.3% | $4,741+167.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,943 | $11,568+29.2% | $10,007+49.3% | $11,429+30.8% |