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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 | $682,767 | $142,361+379.6% | $119,608+470.8% | $134,509+407.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.52% | -12.46%-3.1pp | -14.98%-0.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $25,000 | $5,224+378.6% | $4,232+490.7% | $4,741+427.4% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $35,220 | $13,588+159.2% | $10,326+241.1% | $11,427+208.2% |