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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 | $307,913 | $138,102+123.0% | $125,381+145.6% | $134,532+128.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.20% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,528 | $5,245-51.8% | $4,815-47.5% | $4,741-46.7% |
| Participant deferral / active EE | $9,000 | $7,801+15.4% | $7,448+20.8% | $6,401+40.6% |
| Admin fee / account holder | $6,687 | $11,568-42.2% | $10,007-33.2% | $11,429-41.5% |