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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 | $284,995 | $95,188+199.4% | $76,518+272.5% | $135,380+110.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.57% | 4.85%-13.4pp | -0.27%-8.3pp | 519.81%-528.4pp |
| Employer contribution / active EE | $53,333 | $3,303+1514.9% | $2,647+1914.7% | $4,779+1016.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $3,836-100.0% | $5,609-100.0% |
| Admin fee / account holder | $6,311 | $6,249+1.0% | $4,849+30.2% | $10,828-41.7% |