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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 | $283,785 | $138,114+105.5% | $125,391+126.3% | $134,545+110.9% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -10.34% | 750.88%-761.2pp | 572.41%-582.7pp | 418.37%-428.7pp |
| Employer contribution / active EE | $1,742 | $5,246-66.8% | $4,816-63.8% | $4,742-63.3% |
| Participant deferral / active EE | $10,234 | $7,801+31.2% | $7,448+37.4% | $6,401+59.9% |
| Admin fee / account holder | $12,707 | $11,570+9.8% | $10,009+27.0% | $11,431+11.2% |