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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 | $299,315 | $138,075+116.8% | $123,552+142.3% | $135,379+121.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -0.18% | 153.70%-153.9pp | 119.20%-119.4pp | 519.79%-520.0pp |
| Employer contribution / active EE | $3,153 | $5,152-38.8% | $4,628-31.9% | $4,779-34.0% |
| Participant deferral / active EE | $5,546 | $6,800-18.4% | $6,426-13.7% | $5,609-1.1% |
| Admin fee / account holder | $1,751 | $10,917-84.0% | $9,285-81.1% | $10,828-83.8% |