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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 | $891,049 | $175,646+407.3% | $129,118+590.1% | $134,532+562.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -11.35% | -11.39%0pp | -10.94%-0.4pp | 418.27%-429.6pp |
| Employer contribution / active EE | $25,325 | $6,355+298.5% | $5,051+401.3% | $4,741+434.2% |
| Participant deferral / active EE | $0 | $7,970-100.0% | $6,539-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,362 | $23,578-34.8% | $14,305+7.4% | $11,429+34.4% |