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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 | $668,270 | $142,361+369.4% | $119,608+458.7% | $134,509+396.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.71% | -12.46%+1.8pp | -14.98%+4.3pp | 418.13%-428.8pp |
| Employer contribution / active EE | $24,962 | $5,224+377.8% | $4,232+489.8% | $4,741+426.6% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,447 | $13,588-89.3% | $10,326-86.0% | $11,427-87.3% |