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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 | $543,069 | $167,522+224.2% | $151,639+258.1% | $134,532+303.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -9.01% | 7.81%-16.8pp | 3.34%-12.4pp | 418.27%-427.3pp |
| Employer contribution / active EE | $20,000 | $6,828+192.9% | $6,165+224.4% | $4,741+321.8% |
| Participant deferral / active EE | $0 | $8,986-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $7,528 | $13,780-45.4% | $11,613-35.2% | $11,429-34.1% |