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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 | $606,895 | $113,941+432.6% | $94,229+544.1% | $125,389+384.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.62% | 5.29%-5.9pp | 10.68%-11.3pp | 282.24%-282.9pp |
| Employer contribution / active EE | $33,750 | $4,727+614.0% | $3,587+840.9% | $4,866+593.6% |
| Participant deferral / active EE | $0 | $5,179-100.0% | $4,320-100.0% | $5,352-100.0% |
| Admin fee / account holder | $18,479 | $8,392+120.2% | $6,269+194.8% | $9,541+93.7% |