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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 | $437,394 | $138,078+216.8% | $125,363+248.9% | $134,509+225.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.77% | 750.49%-766.3pp | 572.15%-587.9pp | 418.13%-433.9pp |
| Employer contribution / active EE | $3,563 | $5,245-32.1% | $4,815-26.0% | $4,741-24.8% |
| Participant deferral / active EE | $13,281 | $7,800+70.3% | $7,447+78.3% | $6,400+107.5% |
| Admin fee / account holder | $9,673 | $11,566-16.4% | $10,005-3.3% | $11,427-15.3% |