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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 | $550,578 | $140,592+291.6% | $123,106+347.2% | $125,393+339.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -1.59% | 16.80%-18.4pp | 13.22%-14.8pp | 282.23%-283.8pp |
| Employer contribution / active EE | $22,606 | $6,041+274.2% | $5,151+338.9% | $4,866+364.6% |
| Participant deferral / active EE | $0 | $6,980-100.0% | $6,229-100.0% | $5,351-100.0% |
| Admin fee / account holder | $41,512 | $11,198+270.7% | $9,015+360.5% | $9,541+335.1% |