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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 | $268,406 | $167,352+60.4% | $143,788+86.7% | $134,509+99.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.62% | 0.47%-16.1pp | -0.03%-15.6pp | 418.13%-433.8pp |
| Employer contribution / active EE | $13,197 | $5,620+134.8% | $4,952+166.5% | $4,741+178.4% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $4,840 | $18,091-73.2% | $14,675-67.0% | $11,427-57.6% |