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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 | $380,413 | $129,960+192.7% | $104,299+264.7% | $134,545+182.7% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.11% | 42.06%-53.2pp | 24.62%-35.7pp | 418.37%-429.5pp |
| Employer contribution / active EE | $17,071 | $4,186+307.8% | $3,373+406.1% | $4,742+260.0% |
| Participant deferral / active EE | $8,850 | $5,589+58.3% | $4,626+91.3% | $6,401+38.3% |
| Admin fee / account holder | $17,250 | $9,324+85.0% | $7,339+135.0% | $11,431+50.9% |