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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 | $252,565 | $150,447+67.9% | $136,298+85.3% | $147,586+71.1% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.17% | 1049.15%-1025.0pp | 5156.27%-5132.1pp | 578.59%-554.4pp |
| Employer contribution / active EE | $4,922 | $5,256-6.4% | $4,696+4.8% | $4,876+0.9% |
| Participant deferral / active EE | $11,132 | $6,631+67.9% | $6,247+78.2% | $5,439+104.7% |
| Admin fee / account holder | $3,017 | $10,906-72.3% | $9,244-67.4% | $10,886-72.3% |