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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 | $272,171 | $150,447+80.9% | $136,298+99.7% | $147,586+84.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 20.76% | 1049.15%-1028.4pp | 5156.27%-5135.5pp | 578.59%-557.8pp |
| Employer contribution / active EE | $3,214 | $5,256-38.8% | $4,696-31.5% | $4,876-34.1% |
| Participant deferral / active EE | $4,326 | $6,631-34.8% | $6,247-30.8% | $5,439-20.5% |
| Admin fee / account holder | $10,582 | $10,906-3.0% | $9,244+14.5% | $10,886-2.8% |