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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 | $312,585 | $138,075+126.4% | $123,552+153.0% | $135,379+130.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.88% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $5,362 | $5,152+4.1% | $4,628+15.9% | $4,779+12.2% |
| Participant deferral / active EE | $12,224 | $6,800+79.8% | $6,426+90.2% | $5,609+117.9% |
| Admin fee / account holder | $4,489 | $10,917-58.9% | $9,285-51.6% | $10,828-58.5% |