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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 | $262,881 | $167,353+57.1% | $143,797+82.8% | $134,545+95.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.56% | 0.48%-11.0pp | -0.04%-10.5pp | 418.37%-428.9pp |
| Employer contribution / active EE | $12,461 | $5,620+121.7% | $4,952+151.6% | $4,742+162.8% |
| Participant deferral / active EE | $2,592 | $6,447-59.8% | $5,638-54.0% | $6,401-59.5% |
| Admin fee / account holder | $8,610 | $18,096-52.4% | $14,679-41.3% | $11,431-24.7% |