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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 | $386,532 | $131,835+193.2% | $108,582+256.0% | $273,972+41.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.81% | -91.57%+94.4pp | -51.70%+54.5pp | 41.46%-38.6pp |
| Employer contribution / active EE | $30,380 | $4,913+518.4% | $3,758+708.3% | $4,869+524.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,925 | $10,253-71.5% | $7,645-61.7% | $10,133-71.1% |