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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 | $311,184 | $167,533+85.7% | $151,645+105.2% | $134,545+131.3% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -16.57% | 7.81%-24.4pp | 3.34%-19.9pp | 418.37%-434.9pp |
| Employer contribution / active EE | $12,614 | $6,828+84.7% | $6,165+104.6% | $4,742+166.0% |
| Participant deferral / active EE | $7,495 | $8,985-16.6% | $8,363-10.4% | $6,401+17.1% |
| Admin fee / account holder | $752 | $13,781-94.5% | $11,614-93.5% | $11,431-93.4% |