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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 | $556,295 | $131,835+322.0% | $108,582+412.3% | $273,972+103.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.07% | -91.57%+96.6pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $20,187 | $4,913+310.9% | $3,758+437.1% | $4,869+314.6% |
| Participant deferral / active EE | $10,138 | $5,127+97.7% | $4,311+135.2% | $5,287+91.7% |
| Admin fee / account holder | $4,175 | $10,253-59.3% | $7,645-45.4% | $10,133-58.8% |