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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 | $286,966 | $138,075+107.8% | $123,552+132.3% | $135,379+112.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -4.39% | 153.70%-158.1pp | 119.20%-123.6pp | 519.79%-524.2pp |
| Employer contribution / active EE | $8,813 | $5,152+71.1% | $4,628+90.4% | $4,779+84.4% |
| Participant deferral / active EE | $11,429 | $6,800+68.1% | $6,426+77.9% | $5,609+103.8% |
| Admin fee / account holder | $8,272 | $10,917-24.2% | $9,285-10.9% | $10,828-23.6% |