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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 | $259,650 | $133,981+93.8% | $112,249+131.3% | $134,532+93.0% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -14.65% | 47.16%-61.8pp | 27.48%-42.1pp | 418.27%-432.9pp |
| Employer contribution / active EE | $11,391 | $4,040+182.0% | $3,636+213.3% | $4,741+140.3% |
| Participant deferral / active EE | $9,018 | $5,292+70.4% | $4,729+90.7% | $6,401+40.9% |
| Admin fee / account holder | $12,363 | $7,492+65.0% | $6,412+92.8% | $11,429+8.2% |