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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 | $438,037 | $142,409+207.6% | $119,634+266.1% | $134,545+225.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.38% | -12.46%-3.9pp | -14.98%-1.4pp | 418.37%-434.7pp |
| Employer contribution / active EE | $8,000 | $5,224+53.1% | $4,232+89.0% | $4,742+68.7% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $32,776 | $13,594+141.1% | $10,329+217.3% | $11,431+186.7% |