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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 | $257,728 | $138,078+86.7% | $125,363+105.6% | $134,509+91.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.74% | 750.49%-765.2pp | 572.15%-586.9pp | 418.13%-432.9pp |
| Employer contribution / active EE | $3,058 | $5,245-41.7% | $4,815-36.5% | $4,741-35.5% |
| Participant deferral / active EE | $8,893 | $7,800+14.0% | $7,447+19.4% | $6,400+38.9% |
| Admin fee / account holder | $1,077 | $11,566-90.7% | $10,005-89.2% | $11,427-90.6% |