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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 | $366,322 | $138,076+165.3% | $123,553+196.5% | $135,380+170.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -2.93% | 153.70%-156.6pp | 119.21%-122.1pp | 519.81%-522.7pp |
| Employer contribution / active EE | $2,604 | $5,152-49.5% | $4,628-43.7% | $4,779-45.5% |
| Participant deferral / active EE | $5,525 | $6,800-18.7% | $6,426-14.0% | $5,609-1.5% |
| Admin fee / account holder | $7,804 | $10,917-28.5% | $9,284-15.9% | $10,828-27.9% |