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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 | $780,562 | $175,646+344.4% | $129,118+504.5% | $134,532+480.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.2%+22.8pp | 81.2%+18.8pp |
| Annual return | -6.10% | -11.39%+5.3pp | -10.94%+4.8pp | 418.27%-424.4pp |
| Employer contribution / active EE | $18,540 | $6,355+191.7% | $5,051+267.0% | $4,741+291.0% |
| Participant deferral / active EE | $11,669 | $7,970+46.4% | $6,539+78.4% | $6,401+82.3% |
| Admin fee / account holder | $29,297 | $23,578+24.3% | $14,305+104.8% | $11,429+156.3% |