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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 | $325,016 | $138,102+135.3% | $125,381+159.2% | $134,532+141.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.19% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $4,765 | $5,245-9.2% | $4,815-1.0% | $4,741+0.5% |
| Participant deferral / active EE | $9,808 | $7,801+25.7% | $7,448+31.7% | $6,401+53.2% |
| Admin fee / account holder | $88,259 | $11,568+663.0% | $10,007+782.0% | $11,429+672.3% |