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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 | $319,873 | $97,027+229.7% | $83,323+283.9% | $135,382+136.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.47% | 12.31%-18.8pp | 10.63%-17.1pp | 519.77%-526.2pp |
| Employer contribution / active EE | $12,500 | $4,143+201.7% | $3,379+270.0% | $4,779+161.6% |
| Participant deferral / active EE | $0 | $5,964-100.0% | $5,565-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,693 | $8,427+3.2% | $7,539+15.3% | $10,829-19.7% |