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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 | $255,167 | $138,078+84.8% | $125,363+103.5% | $134,509+89.7% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.81% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-436.9pp |
| Employer contribution / active EE | $1,856 | $5,245-64.6% | $4,815-61.4% | $4,741-60.8% |
| Participant deferral / active EE | $4,043 | $7,800-48.2% | $7,447-45.7% | $6,400-36.8% |
| Admin fee / account holder | $8,283 | $11,566-28.4% | $10,005-17.2% | $11,427-27.5% |