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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 | $537,675 | $131,835+307.8% | $108,582+395.2% | $273,972+96.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.36% | -91.57%+98.9pp | -51.70%+59.1pp | 41.46%-34.1pp |
| Employer contribution / active EE | $22,500 | $4,913+358.0% | $3,758+498.7% | $4,869+362.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,511 | $10,253-85.3% | $7,645-80.2% | $10,133-85.1% |