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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 | $1,610,431 | $158,852+913.8% | $121,220+1228.5% | $135,380+1089.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.62% | -0.64%-7.0pp | 16.94%-24.6pp | 519.81%-527.4pp |
| Employer contribution / active EE | $55,000 | $5,666+870.7% | $4,023+1267.3% | $4,779+1050.9% |
| Participant deferral / active EE | $30,667 | $4,006+665.6% | $3,345+816.7% | $5,609+446.7% |
| Admin fee / account holder | $64,511 | $6,515+890.3% | $5,021+1184.9% | $10,828+495.8% |