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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 | $655,913 | $131,835+397.5% | $108,582+504.1% | $273,972+139.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.12% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.3pp |
| Employer contribution / active EE | $27,500 | $4,913+459.8% | $3,758+631.7% | $4,869+464.8% |
| Participant deferral / active EE | $24,000 | $5,127+368.1% | $4,311+456.7% | $5,287+353.9% |
| Admin fee / account holder | $15,454 | $10,253+50.7% | $7,645+102.1% | $10,133+52.5% |