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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 | $250,677 | $138,072+81.6% | $123,549+102.9% | $135,382+85.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -6.55% | 153.69%-160.2pp | 119.20%-125.7pp | 519.77%-526.3pp |
| Employer contribution / active EE | $6,488 | $5,152+25.9% | $4,628+40.2% | $4,779+35.8% |
| Participant deferral / active EE | $26,200 | $6,799+285.3% | $6,426+307.7% | $5,609+367.1% |
| Admin fee / account holder | $468 | $10,917-95.7% | $9,284-95.0% | $10,829-95.7% |