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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 | $537,229 | $167,362+221.0% | $143,799+273.6% | $134,532+299.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.27% | 0.47%-13.7pp | -0.04%-13.2pp | 418.27%-431.5pp |
| Employer contribution / active EE | $1,241 | $5,620-77.9% | $4,952-74.9% | $4,741-73.8% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $2,921 | $18,094-83.9% | $14,677-80.1% | $11,429-74.4% |