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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 | $976,289 | $133,998+628.6% | $112,263+769.6% | $134,545+625.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 47.17%-64.9pp | 27.49%-45.2pp | 418.37%-436.1pp |
| Employer contribution / active EE | $3,233 | $4,040-20.0% | $3,636-11.1% | $4,742-31.8% |
| Participant deferral / active EE | $7,350 | $5,292+38.9% | $4,729+55.4% | $6,401+14.8% |
| Admin fee / account holder | $11,052 | $7,493+47.5% | $6,410+72.4% | $11,431-3.3% |