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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 | $372,092 | $100,792+269.2% | $86,691+329.2% | $134,509+176.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.05% | 29.08%-41.1pp | 35.94%-48.0pp | 418.13%-430.2pp |
| Employer contribution / active EE | $21,076 | $3,491+503.8% | $2,837+642.9% | $4,741+344.6% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $9,795 | $10,924-10.3% | $7,492+30.7% | $11,427-14.3% |