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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 | $269,807 | $150,447+79.3% | $136,298+98.0% | $147,586+82.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.38% | 1049.15%-1032.8pp | 5156.27%-5139.9pp | 578.59%-562.2pp |
| Employer contribution / active EE | $2,898 | $5,256-44.9% | $4,696-38.3% | $4,876-40.6% |
| Participant deferral / active EE | $6,863 | $6,631+3.5% | $6,247+9.8% | $5,439+26.2% |
| Admin fee / account holder | $60,434 | $10,906+454.1% | $9,244+553.8% | $10,886+455.2% |