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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 | $271,364 | $75,935+257.4% | $60,547+348.2% | $125,389+116.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.17% | -5.38%+5.2pp | 335.64%-335.8pp | 282.24%-282.4pp |
| Employer contribution / active EE | $10,000 | $3,438+190.9% | $2,419+313.3% | $4,866+105.5% |
| Participant deferral / active EE | $0 | $4,506-100.0% | $3,328-100.0% | $5,352-100.0% |
| Admin fee / account holder | $12,243 | $6,768+80.9% | $4,536+169.9% | $9,541+28.3% |