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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 | $442,085 | $180,462+145.0% | $154,111+186.9% | $135,379+226.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 0.48% | 888.17%-887.7pp | 735.18%-734.7pp | 519.79%-519.3pp |
| Employer contribution / active EE | $2,014 | $6,036-66.6% | $5,298-62.0% | $4,779-57.8% |
| Participant deferral / active EE | $9,800 | $5,806+68.8% | $5,081+92.9% | $5,609+74.7% |
| Admin fee / account holder | $1,652 | $16,145-89.8% | $13,411-87.7% | $10,828-84.7% |