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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 | $413,982 | $133,981+209.0% | $112,249+268.8% | $134,532+207.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 0.02% | 47.16%-47.1pp | 27.48%-27.5pp | 418.27%-418.2pp |
| Employer contribution / active EE | $21,436 | $4,040+430.6% | $3,636+489.5% | $4,741+352.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,642 | $7,492-51.4% | $6,412-43.2% | $11,429-68.1% |