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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 | $281,853 | $138,076+104.1% | $123,553+128.1% | $135,380+108.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -3.24% | 153.70%-156.9pp | 119.21%-122.4pp | 519.81%-523.1pp |
| Employer contribution / active EE | $3,857 | $5,152-25.1% | $4,628-16.7% | $4,779-19.3% |
| Participant deferral / active EE | $8,169 | $6,800+20.1% | $6,426+27.1% | $5,609+45.6% |
| Admin fee / account holder | $2,615 | $10,917-76.0% | $9,284-71.8% | $10,828-75.8% |