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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 | $260,642 | $138,078+88.8% | $125,363+107.9% | $134,509+93.8% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -18.68% | 750.49%-769.2pp | 572.15%-590.8pp | 418.13%-436.8pp |
| Employer contribution / active EE | $2,556 | $5,245-51.3% | $4,815-46.9% | $4,741-46.1% |
| Participant deferral / active EE | $6,506 | $7,800-16.6% | $7,447-12.6% | $6,400+1.6% |
| Admin fee / account holder | $1,068 | $11,566-90.8% | $10,005-89.3% | $11,427-90.7% |