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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 | $507,286 | $211,946+139.3% | $169,452+199.4% | $135,379+274.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -8.78% | 3.26%-12.0pp | 1.83%-10.6pp | 519.79%-528.6pp |
| Employer contribution / active EE | $16,782 | $5,117+228.0% | $4,157+303.7% | $4,779+251.2% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $4,191 | $11,472-63.5% | $9,110-54.0% | $10,828-61.3% |