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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 | $301,553 | $138,076+118.4% | $123,553+144.1% | $135,380+122.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.14% | 153.70%-157.8pp | 119.21%-123.4pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,600 | $5,152-68.9% | $4,628-65.4% | $4,779-66.5% |
| Participant deferral / active EE | $7,467 | $6,800+9.8% | $6,426+16.2% | $5,609+33.1% |
| Admin fee / account holder | $13,427 | $10,917+23.0% | $9,284+44.6% | $10,828+24.0% |