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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 | $703,206 | $167,353+320.2% | $143,797+389.0% | $134,545+422.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.78% | 0.48%-9.3pp | -0.04%-8.7pp | 418.37%-427.1pp |
| Employer contribution / active EE | $4,875 | $5,620-13.3% | $4,952-1.6% | $4,742+2.8% |
| Participant deferral / active EE | $4,150 | $6,447-35.6% | $5,638-26.4% | $6,401-35.2% |
| Admin fee / account holder | $22,602 | $18,096+24.9% | $14,679+54.0% | $11,431+97.7% |