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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 | $318,011 | $75,962+318.6% | $154,111+106.4% | $64,173+395.6% |
| Participation rate | 93.5% | 70.4%+23.1pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -5.07% | 30.32%-35.4pp | 735.18%-740.3pp | 7.63%-12.7pp |
| Employer contribution / active EE | $10,290 | $3,350+207.2% | $5,298+94.2% | $2,381+332.2% |
| Participant deferral / active EE | $5,457 | $3,175+71.9% | $5,081+7.4% | $3,470+57.3% |
| Admin fee / account holder | $37,750 | $5,589+575.4% | $13,411+181.5% | $4,887+672.4% |