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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 | $507,125 | $65,704+671.8% | $94,229+438.2% | $59,633+750.4% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 0.09% | 5.22%-5.1pp | 10.68%-10.6pp | 2041.45%-2041.4pp |
| Employer contribution / active EE | $39,604 | $2,021+1859.9% | $3,587+1004.1% | $2,203+1698.0% |
| Participant deferral / active EE | $0 | $3,143-100.0% | $4,320-100.0% | $3,192-100.0% |
| Admin fee / account holder | $17,620 | $4,265+313.2% | $6,269+181.0% | $4,297+310.1% |