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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 | $357,504 | $138,078+158.9% | $125,363+185.2% | $134,509+165.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.97% | 750.49%-761.5pp | 572.15%-583.1pp | 418.13%-429.1pp |
| Employer contribution / active EE | $1,475 | $5,245-71.9% | $4,815-69.4% | $4,741-68.9% |
| Participant deferral / active EE | $7,110 | $7,800-8.8% | $7,447-4.5% | $6,400+11.1% |
| Admin fee / account holder | $16,278 | $11,566+40.7% | $10,005+62.7% | $11,427+42.5% |