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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 | $384,174 | $167,353+129.6% | $143,797+167.2% | $134,545+185.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.34% | 0.48%-17.8pp | -0.04%-17.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $17,286 | $5,620+207.6% | $4,952+249.1% | $4,742+264.6% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $746 | $18,096-95.9% | $14,679-94.9% | $11,431-93.5% |