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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 | $721,804 | $167,362+331.3% | $143,799+402.0% | $134,532+436.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.25% | 0.47%-16.7pp | -0.04%-16.2pp | 418.27%-434.5pp |
| Employer contribution / active EE | $15,000 | $5,620+166.9% | $4,952+202.9% | $4,741+216.4% |
| Participant deferral / active EE | $6,919 | $6,447+7.3% | $5,638+22.7% | $6,401+8.1% |
| Admin fee / account holder | $30,730 | $18,094+69.8% | $14,677+109.4% | $11,429+168.9% |