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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 | $256,027 | $134,001+91.1% | $112,258+128.1% | $134,509+90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.03% | 47.15%-51.2pp | 27.47%-31.5pp | 418.13%-422.2pp |
| Employer contribution / active EE | $2,843 | $4,039-29.6% | $3,636-21.8% | $4,741-40.0% |
| Participant deferral / active EE | $6,991 | $5,291+32.1% | $4,728+47.8% | $6,400+9.2% |
| Admin fee / account holder | $1,045 | $7,491-86.0% | $6,411-83.7% | $11,427-90.9% |