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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 | $663,710 | $81,870+710.7% | $119,622+454.8% | $68,486+869.1% |
| Participation rate | 92.6% | 71.9%+20.7pp | 79.3%+13.3pp | 67.9%+24.7pp |
| Annual return | 90.42% | -23.82%+114.2pp | -14.98%+105.4pp | -7.85%+98.3pp |
| Employer contribution / active EE | $13,055 | $2,692+385.0% | $4,232+208.5% | $2,597+402.8% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,601-100.0% | $4,028-100.0% |
| Admin fee / account holder | $5,024 | $6,583-23.7% | $10,328-51.4% | $5,404-7.0% |