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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 | $338,904 | $150,447+125.3% | $136,298+148.6% | $147,586+129.6% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.88% | 1049.15%-1038.3pp | 5156.27%-5145.4pp | 578.59%-567.7pp |
| Employer contribution / active EE | $4,266 | $5,256-18.8% | $4,696-9.2% | $4,876-12.5% |
| Participant deferral / active EE | $12,363 | $6,631+86.5% | $6,247+97.9% | $5,439+127.3% |
| Admin fee / account holder | $7,071 | $10,906-35.2% | $9,244-23.5% | $10,886-35.0% |