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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 | $810,336 | $113,935+611.2% | $94,224+760.0% | $125,392+546.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.86% | 5.29%-7.1pp | 10.68%-12.5pp | 282.23%-284.1pp |
| Employer contribution / active EE | $23,200 | $4,727+390.8% | $3,587+546.9% | $4,866+376.8% |
| Participant deferral / active EE | $24,000 | $5,179+363.4% | $4,320+455.5% | $5,351+348.5% |
| Admin fee / account holder | $7,668 | $8,391-8.6% | $6,269+22.3% | $9,541-19.6% |