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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 | $524,231 | $167,504+213.0% | $151,628+245.7% | $134,509+289.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.86% | 7.81%-25.7pp | 3.34%-21.2pp | 418.13%-436.0pp |
| Employer contribution / active EE | $20,548 | $6,828+200.9% | $6,165+233.3% | $4,741+333.5% |
| Participant deferral / active EE | $21,142 | $8,985+135.3% | $8,363+152.8% | $6,400+230.3% |
| Admin fee / account holder | $1,355 | $13,779-90.2% | $11,613-88.3% | $11,427-88.1% |