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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 | $1,156,792 | $270,507+327.6% | $603,211+91.8% | $270,507+327.6% |
| Participation rate | 100.0% | 93.5%+6.5pp | 100.0%0pp | 93.5%+6.5pp |
| Annual return | -7.65% | -4.71%-2.9pp | 1.28%-8.9pp | -4.71%-2.9pp |
| Employer contribution / active EE | $15,500 | $25,782-39.9% | $17,203-9.9% | $25,782-39.9% |
| Participant deferral / active EE | $24,000 | $5,950+303.3% | $9,661+148.4% | $5,950+303.3% |
| Admin fee / account holder | $52,124 | $10,647+389.6% | $27,484+89.6% | $10,647+389.6% |