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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 | $1,561,419 | $138,072+1030.9% | $123,549+1163.8% | $135,382+1053.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.70% | 153.69%-159.4pp | 119.20%-124.9pp | 519.77%-525.5pp |
| Employer contribution / active EE | $3,744 | $5,152-27.3% | $4,628-19.1% | $4,779-21.7% |
| Participant deferral / active EE | $10,400 | $6,799+53.0% | $6,426+61.8% | $5,609+85.4% |
| Admin fee / account holder | $87,895 | $10,917+705.2% | $9,284+846.7% | $10,829+711.7% |