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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 | $445,433 | $97,020+359.1% | $83,327+434.6% | $135,380+229.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.92% | 12.31%-18.2pp | 10.64%-16.6pp | 519.81%-525.7pp |
| Employer contribution / active EE | $30,250 | $4,144+630.1% | $3,379+795.3% | $4,779+533.0% |
| Participant deferral / active EE | $21,050 | $5,964+252.9% | $5,565+278.2% | $5,609+275.3% |
| Admin fee / account holder | $4,111 | $8,426-51.2% | $7,540-45.5% | $10,828-62.0% |