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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 | $363,964 | $133,981+171.7% | $112,249+224.2% | $134,532+170.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.52% | 47.16%-62.7pp | 27.48%-43.0pp | 418.27%-433.8pp |
| Employer contribution / active EE | $4,667 | $4,040+15.5% | $3,636+28.4% | $4,741-1.6% |
| Participant deferral / active EE | $12,947 | $5,292+144.6% | $4,729+173.8% | $6,401+102.3% |
| Admin fee / account holder | $2,870 | $7,492-61.7% | $6,412-55.2% | $11,429-74.9% |