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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 | $359,214 | $76,634+368.7% | $56,054+540.8% | $145,978+146.1% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.39% | 3004.33%-2998.9pp | 1705.95%-1700.6pp | 550.52%-545.1pp |
| Employer contribution / active EE | $43,500 | $1,380+3051.6% | $1,039+4086.7% | $4,662+833.1% |
| Participant deferral / active EE | $30,500 | $2,622+1063.0% | $1,952+1462.3% | $6,690+355.9% |
| Admin fee / account holder | $4,903 | $3,321+47.6% | $2,822+73.7% | $13,400-63.4% |