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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 | $687,738 | $167,353+311.0% | $143,797+378.3% | $134,545+411.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.39% | 0.48%-12.9pp | -0.04%-12.3pp | 418.37%-430.8pp |
| Employer contribution / active EE | $11,685 | $5,620+107.9% | $4,952+135.9% | $4,742+146.4% |
| Participant deferral / active EE | $8,654 | $6,447+34.2% | $5,638+53.5% | $6,401+35.2% |
| Admin fee / account holder | $35,263 | $18,096+94.9% | $14,679+140.2% | $11,431+208.5% |