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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 | $549,325 | $180,462+204.4% | $154,111+256.4% | $135,379+305.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | 888.17%-896.9pp | 735.18%-743.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $34,375 | $6,036+469.5% | $5,298+548.9% | $4,779+619.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $298,600 | $16,145+1749.5% | $13,411+2126.5% | $10,828+2657.7% |