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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 | $608,118 | $129,960+367.9% | $104,299+483.1% | $134,545+352.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.32% | 42.06%-56.4pp | 24.62%-38.9pp | 418.37%-432.7pp |
| Employer contribution / active EE | $3,700 | $4,186-11.6% | $3,373+9.7% | $4,742-22.0% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,871 | $9,324-47.8% | $7,339-33.6% | $11,431-57.4% |