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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 | $506,359 | $167,352+202.6% | $143,788+252.2% | $134,509+276.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.97% | 0.47%-18.4pp | -0.03%-17.9pp | 418.13%-436.1pp |
| Employer contribution / active EE | $14,906 | $5,620+165.2% | $4,952+201.0% | $4,741+214.4% |
| Participant deferral / active EE | $13,071 | $6,447+102.7% | $5,638+131.8% | $6,400+104.2% |
| Admin fee / account holder | $450 | $18,091-97.5% | $14,675-96.9% | $11,427-96.1% |