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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 | $1,227,195 | $167,533+632.5% | $151,645+709.3% | $134,545+812.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -7.32% | 7.81%-15.1pp | 3.34%-10.7pp | 418.37%-425.7pp |
| Employer contribution / active EE | $21,187 | $6,828+210.3% | $6,165+243.7% | $4,742+346.8% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $424,776 | $13,781+2982.4% | $11,614+3557.5% | $11,431+3616.1% |