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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 | $624,746 | $42,383+1374.1% | $76,518+716.5% | $64,173+873.5% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 122.94% | -16.54%+139.5pp | -0.27%+123.2pp | 7.63%+115.3pp |
| Employer contribution / active EE | $2,015 | $1,563+28.9% | $2,647-23.9% | $2,381-15.4% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,836-100.0% | $3,470-100.0% |
| Admin fee / account holder | $813 | $3,198-74.6% | $4,849-83.2% | $4,887-83.4% |