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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 | $359,833 | $167,522+114.8% | $151,639+137.3% | $134,532+167.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.36% | 7.81%-20.2pp | 3.34%-15.7pp | 418.27%-430.6pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $17,323 | $8,986+92.8% | $8,363+107.1% | $6,401+170.6% |
| Admin fee / account holder | $13,456 | $13,780-2.3% | $11,613+15.9% | $11,429+17.7% |