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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 | $309,287 | $129,959+138.0% | $104,301+196.5% | $134,532+129.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -7.27% | 42.04%-49.3pp | 24.61%-31.9pp | 418.27%-425.5pp |
| Employer contribution / active EE | $12,481 | $4,185+198.2% | $3,373+270.1% | $4,741+163.3% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $969 | $9,325-89.6% | $7,340-86.8% | $11,429-91.5% |