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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 | $258,157 | $138,102+86.9% | $125,381+105.9% | $134,532+91.9% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -19.11% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,100 | $5,245-60.0% | $4,815-56.4% | $4,741-55.7% |
| Participant deferral / active EE | $7,227 | $7,801-7.3% | $7,448-3.0% | $6,401+12.9% |
| Admin fee / account holder | $3,306 | $11,568-71.4% | $10,007-67.0% | $11,429-71.1% |