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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 | $334,401 | $99,032+237.7% | $80,022+317.9% | $135,379+147.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -2.44% | 15.39%-17.8pp | 11.22%-13.7pp | 519.79%-522.2pp |
| Employer contribution / active EE | $2,046 | $3,043-32.8% | $2,468-17.1% | $4,779-57.2% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,686-100.0% | $5,609-100.0% |
| Admin fee / account holder | $10,999 | $10,436+5.4% | $6,521+68.7% | $10,828+1.6% |