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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 | $329,136 | $90,617+263.2% | $79,476+314.1% | $135,382+143.1% |
| Participation rate | 70.0% | 76.1%-6.1pp | 73.3%-3.3pp | 82.6%-12.6pp |
| Annual return | -5.58% | 977.57%-983.1pp | 718.21%-723.8pp | 519.77%-525.3pp |
| Employer contribution / active EE | $2,618 | $3,068-14.7% | $2,800-6.5% | $4,779-45.2% |
| Participant deferral / active EE | $3,928 | $4,050-3.0% | $3,704+6.1% | $5,609-30.0% |
| Admin fee / account holder | $4,048 | $5,907-31.5% | $5,113-20.8% | $10,829-62.6% |