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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 | $405,551 | $106,551+280.6% | $91,225+344.6% | $134,532+201.5% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | 0.05% | 160.78%-160.7pp | 114.12%-114.1pp | 418.27%-418.2pp |
| Employer contribution / active EE | $6,882 | $3,331+106.6% | $2,851+141.4% | $4,741+45.2% |
| Participant deferral / active EE | $0 | $4,718-100.0% | $4,233-100.0% | $6,401-100.0% |
| Admin fee / account holder | $6,682 | $6,234+7.2% | $5,422+23.2% | $11,429-41.5% |