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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 | $1,368,660 | $95,915+1326.9% | $79,580+1619.9% | $134,532+917.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.76% | -2.71%-11.1pp | 0.15%-13.9pp | 418.27%-432.0pp |
| Employer contribution / active EE | $18,434 | $3,129+489.2% | $2,413+663.8% | $4,741+288.8% |
| Participant deferral / active EE | $14,654 | $4,693+212.2% | $3,985+267.7% | $6,401+128.9% |
| Admin fee / account holder | $4,369 | $9,132-52.2% | $6,835-36.1% | $11,429-61.8% |