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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 | $318,298 | $138,114+130.5% | $125,391+153.8% | $134,545+136.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -11.08% | 750.88%-762.0pp | 572.41%-583.5pp | 418.37%-429.4pp |
| Employer contribution / active EE | $1,680 | $5,246-68.0% | $4,816-65.1% | $4,742-64.6% |
| Participant deferral / active EE | $3,714 | $7,801-52.4% | $7,448-50.1% | $6,401-42.0% |
| Admin fee / account holder | $1,025 | $11,570-91.1% | $10,009-89.8% | $11,431-91.0% |