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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 | $167,503+85.8% | $151,627+105.2% | $134,493+131.4% |
| Participation rate | 93.3% | 88.4%+5.0pp | 87.5%+5.8pp | 81.2%+12.1pp |
| Annual return | -16.57% | 7.80%-24.4pp | 3.33%-19.9pp | 418.01%-434.6pp |
| Employer contribution / active EE | $12,614 | $6,829+84.7% | $6,166+104.6% | $4,740+166.1% |
| Participant deferral / active EE | $7,495 | $8,985-16.6% | $8,363-10.4% | $6,400+17.1% |
| Admin fee / account holder | $752 | $13,777-94.5% | $11,612-93.5% | $11,425-93.4% |