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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 | $735,520 | $113,941+545.5% | $94,229+680.6% | $125,389+486.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -1.51% | 5.29%-6.8pp | 10.68%-12.2pp | 282.24%-283.8pp |
| Employer contribution / active EE | $40,150 | $4,727+749.3% | $3,587+1019.4% | $4,866+725.1% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,828 | $8,392-66.3% | $6,269-54.9% | $9,541-70.4% |