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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 | $330,650 | $133,998+146.8% | $112,263+194.5% | $134,545+145.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.56% | 47.17%-58.7pp | 27.49%-39.0pp | 418.37%-429.9pp |
| Employer contribution / active EE | $10,270 | $4,040+154.2% | $3,636+182.4% | $4,742+116.6% |
| Participant deferral / active EE | $5,806 | $5,292+9.7% | $4,729+22.8% | $6,401-9.3% |
| Admin fee / account holder | $495 | $7,493-93.4% | $6,410-92.3% | $11,431-95.7% |