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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 | $434,503 | $138,075+214.7% | $123,552+251.7% | $135,379+221.0% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -5.37% | 153.70%-159.1pp | 119.20%-124.6pp | 519.79%-525.2pp |
| Employer contribution / active EE | $3,912 | $5,152-24.1% | $4,628-15.5% | $4,779-18.1% |
| Participant deferral / active EE | $10,600 | $6,800+55.9% | $6,426+65.0% | $5,609+89.0% |
| Admin fee / account holder | $9,141 | $10,917-16.3% | $9,285-1.5% | $10,828-15.6% |