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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 | $334,971 | $131,835+154.1% | $108,582+208.5% | $273,972+22.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.32% | -91.57%+94.9pp | -51.70%+55.0pp | 41.46%-38.1pp |
| Employer contribution / active EE | $8,532 | $4,913+73.7% | $3,758+127.0% | $4,869+75.2% |
| Participant deferral / active EE | $24,000 | $5,127+368.1% | $4,311+456.7% | $5,287+353.9% |
| Admin fee / account holder | $16,580 | $10,253+61.7% | $7,645+116.9% | $10,133+63.6% |