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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 | $330,432 | $167,352+97.4% | $143,788+129.8% | $134,509+145.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.20% | 0.47%-14.7pp | -0.03%-14.2pp | 418.13%-432.3pp |
| Employer contribution / active EE | $35,081 | $5,620+524.2% | $4,952+608.5% | $4,741+640.0% |
| Participant deferral / active EE | $27,000 | $6,447+318.8% | $5,638+378.9% | $6,400+321.9% |
| Admin fee / account holder | $3,416 | $18,091-81.1% | $14,675-76.7% | $11,427-70.1% |