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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 | $636,667 | $133,998+375.1% | $112,263+467.1% | $134,545+373.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -2.90% | 47.17%-50.1pp | 27.49%-30.4pp | 418.37%-421.3pp |
| Employer contribution / active EE | $2,905 | $4,040-28.1% | $3,636-20.1% | $4,742-38.7% |
| Participant deferral / active EE | $10,817 | $5,292+104.4% | $4,729+128.7% | $6,401+69.0% |
| Admin fee / account holder | $6,337 | $7,493-15.4% | $6,410-1.1% | $11,431-44.6% |