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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 | $360,990 | $78,694+358.7% | $67,652+433.6% | $125,389+187.9% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | -1.27% | 9.46%-10.7pp | 6625.40%-6626.7pp | 282.24%-283.5pp |
| Employer contribution / active EE | $16,667 | $3,044+447.6% | $2,266+635.6% | $4,866+242.5% |
| Participant deferral / active EE | $0 | $4,292-100.0% | $3,560-100.0% | $5,352-100.0% |
| Admin fee / account holder | $5,000 | $7,403-32.5% | $4,821+3.7% | $9,541-47.6% |