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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 | $321,247 | $138,078+132.7% | $125,363+156.3% | $134,509+138.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -16.27% | 750.49%-766.8pp | 572.15%-588.4pp | 418.13%-434.4pp |
| Employer contribution / active EE | $9,057 | $5,245+72.7% | $4,815+88.1% | $4,741+91.1% |
| Participant deferral / active EE | $17,000 | $7,800+118.0% | $7,447+128.3% | $6,400+165.6% |
| Admin fee / account holder | $1,401 | $11,566-87.9% | $10,005-86.0% | $11,427-87.7% |