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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 | $1,109,791 | $138,070+703.8% | $123,549+798.3% | $135,377+719.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -5.43% | 153.69%-159.1pp | 119.20%-124.6pp | 519.75%-525.2pp |
| Employer contribution / active EE | $23,453 | $5,152+355.3% | $4,628+406.8% | $4,779+390.8% |
| Participant deferral / active EE | $0 | $6,799-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $281,231 | $10,916+2476.3% | $9,284+2929.2% | $10,828+2497.2% |