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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 | $553,002 | $134,001+312.7% | $112,258+392.6% | $134,509+311.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.69% | 47.15%-52.8pp | 27.47%-33.2pp | 418.13%-423.8pp |
| Employer contribution / active EE | $1,989 | $4,039-50.8% | $3,636-45.3% | $4,741-58.0% |
| Participant deferral / active EE | $7,438 | $5,291+40.6% | $4,728+57.3% | $6,400+16.2% |
| Admin fee / account holder | $4,009 | $7,491-46.5% | $6,411-37.5% | $11,427-64.9% |