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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 | $345,899 | $95,917+260.6% | $79,583+334.6% | $134,545+157.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.58% | -2.70%-10.9pp | 0.16%-13.7pp | 418.37%-431.9pp |
| Employer contribution / active EE | $6,559 | $3,129+109.6% | $2,414+171.8% | $4,742+38.3% |
| Participant deferral / active EE | $0 | $4,694-100.0% | $3,986-100.0% | $6,401-100.0% |
| Admin fee / account holder | $3,344 | $9,132-63.4% | $6,835-51.1% | $11,431-70.7% |