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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 | $698,322 | $142,392+390.4% | $119,622+483.8% | $134,532+419.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -11.62% | -12.46%+0.8pp | -14.98%+3.4pp | 418.27%-429.9pp |
| Employer contribution / active EE | $12,408 | $5,224+137.5% | $4,232+193.2% | $4,741+161.7% |
| Participant deferral / active EE | $9,891 | $6,467+52.9% | $5,601+76.6% | $6,401+54.5% |
| Admin fee / account holder | $6,079 | $13,593-55.3% | $10,328-41.1% | $11,429-46.8% |