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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 | $288,704 | $73,863+290.9% | $143,797+100.8% | $68,490+321.5% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.93% | 0.91%-16.8pp | -0.04%-15.9pp | -7.85%-8.1pp |
| Employer contribution / active EE | $11,911 | $3,185+274.0% | $4,952+140.5% | $2,597+358.7% |
| Participant deferral / active EE | $6,666 | $3,385+96.9% | $5,638+18.2% | $4,028+65.5% |
| Admin fee / account holder | $2,720 | $5,756-52.8% | $14,679-81.5% | $5,403-49.7% |