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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 | $348,978 | $82,324+323.9% | $68,803+407.2% | $134,545+159.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.10% | -2.17%-11.9pp | -6.37%-7.7pp | 418.37%-432.5pp |
| Employer contribution / active EE | $2,174 | $3,302-34.2% | $2,656-18.2% | $4,742-54.2% |
| Participant deferral / active EE | $1,200 | $4,740-74.7% | $3,942-69.6% | $6,401-81.3% |
| Admin fee / account holder | $17,875 | $6,485+175.6% | $4,936+262.1% | $11,431+56.4% |