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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 | $721,091 | $167,362+330.9% | $143,799+401.5% | $134,532+436.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.56% | 0.47%-5.0pp | -0.04%-4.5pp | 418.27%-422.8pp |
| Employer contribution / active EE | $1,964 | $5,620-65.1% | $4,952-60.4% | $4,741-58.6% |
| Participant deferral / active EE | $3,816 | $6,447-40.8% | $5,638-32.3% | $6,401-40.4% |
| Admin fee / account holder | $74,489 | $18,094+311.7% | $14,677+407.5% | $11,429+551.8% |