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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 | $531,395 | $167,353+217.5% | $143,797+269.5% | $134,545+295.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.13% | 0.48%-14.6pp | -0.04%-14.1pp | 418.37%-432.5pp |
| Employer contribution / active EE | $13,233 | $5,620+135.4% | $4,952+167.2% | $4,742+179.1% |
| Participant deferral / active EE | $6,000 | $6,447-6.9% | $5,638+6.4% | $6,401-6.3% |
| Admin fee / account holder | $21,091 | $18,096+16.6% | $14,679+43.7% | $11,431+84.5% |