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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 | $287,266 | $150,446+90.9% | $136,297+110.8% | $147,585+94.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 13.46% | 1049.14%-1035.7pp | 5156.19%-5142.7pp | 578.58%-565.1pp |
| Employer contribution / active EE | $3,125 | $5,256-40.5% | $4,696-33.4% | $4,876-35.9% |
| Participant deferral / active EE | $0 | $6,631-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $9,681 | $10,906-11.2% | $9,244+4.7% | $10,886-11.1% |