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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 | $257,607 | $131,835+95.4% | $108,582+137.2% | $273,972-6.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.25% | -91.57%+97.8pp | -51.70%+57.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $5,641 | $4,913+14.8% | $3,758+50.1% | $4,869+15.9% |
| Participant deferral / active EE | $9,867 | $5,127+92.4% | $4,311+128.9% | $5,287+86.6% |
| Admin fee / account holder | $750 | $10,253-92.7% | $7,645-90.2% | $10,133-92.6% |