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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 | $692,292 | $211,946+226.6% | $169,452+308.5% | $135,380+411.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.21% | 3.26%-8.5pp | 1.83%-7.0pp | 519.81%-525.0pp |
| Employer contribution / active EE | $20,000 | $5,117+290.9% | $4,157+381.1% | $4,779+318.5% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,775 | $11,472+63.7% | $9,110+106.1% | $10,828+73.4% |