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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 | $526,118 | $167,503+214.1% | $151,627+247.0% | $134,493+291.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.94% | 7.80%-25.7pp | 3.33%-21.3pp | 418.01%-436.0pp |
| Employer contribution / active EE | $7,626 | $6,829+11.7% | $6,166+23.7% | $4,740+60.9% |
| Participant deferral / active EE | $9,147 | $8,985+1.8% | $8,363+9.4% | $6,400+42.9% |
| Admin fee / account holder | $4,088 | $13,777-70.3% | $11,612-64.8% | $11,425-64.2% |