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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 | $508,830 | $105,867+380.6% | $90,760+460.6% | $134,532+278.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.65% | -10.99%-8.7pp | -12.16%-7.5pp | 418.27%-437.9pp |
| Employer contribution / active EE | $6,743 | $3,464+94.7% | $2,922+130.8% | $4,741+42.2% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,939 | $13,936-64.6% | $8,444-41.5% | $11,429-56.8% |