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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 | $387,674 | $134,001+189.3% | $112,258+245.3% | $134,509+188.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.13% | 47.15%-59.3pp | 27.47%-39.6pp | 418.13%-430.3pp |
| Employer contribution / active EE | $1,534 | $4,039-62.0% | $3,636-57.8% | $4,741-67.6% |
| Participant deferral / active EE | $12,400 | $5,291+134.3% | $4,728+162.2% | $6,400+93.7% |
| Admin fee / account holder | $1,846 | $7,491-75.4% | $6,411-71.2% | $11,427-83.8% |