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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 | $513,130 | $105,866+384.7% | $90,766+465.3% | $134,545+281.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | 6.57% | -10.99%+17.6pp | -12.16%+18.7pp | 418.37%-411.8pp |
| Employer contribution / active EE | $25,453 | $3,464+634.8% | $2,922+771.1% | $4,742+436.8% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,401-100.0% |
| Admin fee / account holder | $23,726 | $13,938+70.2% | $8,446+180.9% | $11,431+107.6% |