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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 | $929,944 | $147,167+531.9% | $111,392+734.8% | $135,382+586.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 78.9%+8.6pp | 82.6%+4.9pp |
| Annual return | -1.70% | -4.44%+2.7pp | -2.06%+0.4pp | 519.77%-521.5pp |
| Employer contribution / active EE | $30,216 | $5,204+480.6% | $4,328+598.2% | $4,779+532.3% |
| Participant deferral / active EE | $4,346 | $6,565-33.8% | $5,567-21.9% | $5,609-22.5% |
| Admin fee / account holder | $105,953 | $20,270+422.7% | $12,266+763.8% | $10,829+878.5% |