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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 | $701,100 | $287,456+143.9% | $170,435+311.4% | - |
| Participation rate | 0.0% | 60.6%-60.6pp | 83.6%-83.6pp | - |
| Annual return | 18.55% | 6.06%+12.5pp | 205.94%-187.4pp | - |
| Employer contribution / active EE | $0 | $2,242-100.0% | $5,432-100.0% | - |
| Participant deferral / active EE | $0 | $2,113-100.0% | $4,939-100.0% | - |
| Admin fee / account holder | $860 | $39,812-97.8% | $13,881-93.8% | - |