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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 | $471,358 | $133,998+251.8% | $112,263+319.9% | $134,545+250.3% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -17.47% | 47.17%-64.6pp | 27.49%-45.0pp | 418.37%-435.8pp |
| Employer contribution / active EE | $22,933 | $4,040+467.6% | $3,636+530.7% | $4,742+383.7% |
| Participant deferral / active EE | $18,167 | $5,292+243.3% | $4,729+284.1% | $6,401+183.8% |
| Admin fee / account holder | $6,748 | $7,493-9.9% | $6,410+5.3% | $11,431-41.0% |