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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 | $288,333 | $152,591+89.0% | $117,529+145.3% | $134,545+114.3% |
| Participation rate | 70.6% | 77.1%-6.5pp | 70.6%0pp | 81.2%-10.6pp |
| Annual return | -13.20% | 53.04%-66.2pp | 29.77%-43.0pp | 418.37%-431.6pp |
| Employer contribution / active EE | $2,156 | $5,576-61.3% | $4,179-48.4% | $4,742-54.5% |
| Participant deferral / active EE | $8,363 | $4,821+73.5% | $4,072+105.4% | $6,401+30.6% |
| Admin fee / account holder | $348 | $7,004-95.0% | $5,645-93.8% | $11,431-97.0% |