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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 | $167,533+214.0% | $151,645+246.9% | $134,545+291.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.94% | 7.81%-25.8pp | 3.34%-21.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $7,626 | $6,828+11.7% | $6,165+23.7% | $4,742+60.8% |
| Participant deferral / active EE | $9,147 | $8,985+1.8% | $8,363+9.4% | $6,401+42.9% |
| Admin fee / account holder | $4,088 | $13,781-70.3% | $11,614-64.8% | $11,431-64.2% |