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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 | $586,159 | $105,867+453.7% | $90,760+545.8% | $134,532+335.7% |
| Participation rate | 85.7% | 78.3%+7.5pp | 75.7%+10.0pp | 81.2%+4.5pp |
| Annual return | -13.24% | -10.99%-2.2pp | -12.16%-1.1pp | 418.27%-431.5pp |
| Employer contribution / active EE | $26,782 | $3,464+673.2% | $2,922+816.7% | $4,741+464.9% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $319 | $13,936-97.7% | $8,444-96.2% | $11,429-97.2% |