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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 | $401,197 | $138,114+190.5% | $125,391+220.0% | $134,545+198.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.76% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $2,514 | $5,246-52.1% | $4,816-47.8% | $4,742-47.0% |
| Participant deferral / active EE | $14,244 | $7,801+82.6% | $7,448+91.2% | $6,401+122.5% |
| Admin fee / account holder | $688 | $11,570-94.1% | $10,009-93.1% | $11,431-94.0% |