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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 | $475,172 | $95,193+399.2% | $76,523+521.0% | $135,382+251.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -5.52% | 4.85%-10.4pp | -0.27%-5.3pp | 519.77%-525.3pp |
| Employer contribution / active EE | $10,000 | $3,302+202.8% | $2,647+277.8% | $4,779+109.3% |
| Participant deferral / active EE | $24,000 | $4,639+417.3% | $3,835+525.7% | $5,609+327.9% |
| Admin fee / account holder | $6,611 | $6,249+5.8% | $4,848+36.4% | $10,829-38.9% |