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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 | $498,554 | $72,071+591.7% | $68,368+629.2% | $137,256+263.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 0.00% | 353.14%-353.1pp | 292.57%-292.6pp | 220.34%-220.3pp |
| Employer contribution / active EE | $3,450 | $2,788+23.7% | $2,649+30.2% | $4,156-17.0% |
| Participant deferral / active EE | $3,450 | $4,410-21.8% | $4,123-16.3% | $6,407-46.2% |
| Admin fee / account holder | $1,735 | $5,336-67.5% | $5,150-66.3% | $12,270-85.9% |