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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 | $76,522+369.4% | $56,033+541.1% | $145,884+146.2% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 5.39% | 3014.28%-3008.9pp | 1711.38%-1706.0pp | 551.85%-546.5pp |
| Employer contribution / active EE | $43,500 | $1,382+3046.9% | $1,041+4079.1% | $4,662+833.0% |
| Participant deferral / active EE | $30,500 | $2,624+1062.4% | $1,954+1460.9% | $6,690+355.9% |
| Admin fee / account holder | $4,903 | $3,328+47.3% | $2,827+73.4% | $13,392-63.4% |