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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 | $519,817 | $174,018+198.7% | $136,833+279.9% | $198,609+161.7% |
| Participation rate | 0.0% | 65.1%-65.1pp | 59.0%-59.0pp | 82.4%-82.4pp |
| Annual return | 14.88% | 35.16%-20.3pp | 35.32%-20.4pp | 202.70%-187.8pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $1,319-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $953,895 | $5,434+17453.0% | $4,706+20170.7% | $19,030+4912.5% |