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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 | $352,810 | $75,962+364.5% | $154,108+128.9% | $64,173+449.8% |
| Participation rate | 85.7% | 70.4%+15.3pp | 83.0%+2.7pp | 69.6%+16.1pp |
| Annual return | -3.11% | 30.32%-33.4pp | 735.21%-738.3pp | 7.63%-10.7pp |
| Employer contribution / active EE | $19,622 | $3,350+485.7% | $5,298+270.4% | $2,381+724.2% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $66,237 | $5,589+1085.1% | $13,411+393.9% | $4,887+1255.3% |