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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 | $341,069 | $142,361+139.6% | $119,608+185.2% | $134,509+153.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.66% | -12.46%-4.2pp | -14.98%-1.7pp | 418.13%-434.8pp |
| Employer contribution / active EE | $24,000 | $5,224+359.4% | $4,232+467.1% | $4,741+406.3% |
| Participant deferral / active EE | $19,500 | $6,468+201.5% | $5,601+248.1% | $6,400+204.7% |
| Admin fee / account holder | $2,420 | $13,588-82.2% | $10,326-76.6% | $11,427-78.8% |