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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 | $372,323 | $76,519+386.6% | $56,025+564.6% | $145,897+155.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 22.43% | 3017.03%-2994.6pp | 1712.69%-1690.3pp | 552.29%-529.9pp |
| Employer contribution / active EE | $17,645 | $1,383+1175.5% | $1,042+1594.0% | $4,663+278.4% |
| Participant deferral / active EE | $0 | $2,624-100.0% | $1,955-100.0% | $6,689-100.0% |
| Admin fee / account holder | $5,961 | $3,331+79.0% | $2,828+110.8% | $13,390-55.5% |