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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 | $384,318 | $138,078+178.3% | $125,363+206.6% | $134,509+185.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.88% | 750.49%-770.4pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $3,113 | $5,245-40.6% | $4,815-35.3% | $4,741-34.3% |
| Participant deferral / active EE | $8,362 | $7,800+7.2% | $7,447+12.3% | $6,400+30.6% |
| Admin fee / account holder | $1,236 | $11,566-89.3% | $10,005-87.6% | $11,427-89.2% |