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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 | $526,031 | $87,016+504.5% | $63,244+731.7% | $125,388+319.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.0%+29.0pp | 83.2%+16.8pp |
| Annual return | -1.83% | 21.71%-23.5pp | -70.31%+68.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $6,859 | $3,601+90.5% | $2,322+195.4% | $4,866+41.0% |
| Participant deferral / active EE | $14,000 | $3,939+255.4% | $2,953+374.0% | $5,352+161.6% |
| Admin fee / account holder | $13,997 | $11,954+17.1% | $5,893+137.5% | $9,541+46.7% |