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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 | $252,627 | $68,097+271.0% | $62,929+301.5% | $137,256+84.1% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 12.44% | 1859.11%-1846.7pp | 1063.93%-1051.5pp | 220.34%-207.9pp |
| Employer contribution / active EE | $16,274 | $2,811+478.9% | $2,505+549.8% | $4,156+291.6% |
| Participant deferral / active EE | $23,112 | $4,553+407.7% | $3,888+494.4% | $6,407+260.7% |
| Admin fee / account holder | $76,546 | $6,521+1073.8% | $5,065+1411.4% | $12,270+523.8% |