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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 | $296,728 | $127,386+132.9% | $115,037+157.9% | $125,393+136.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.74% | 31.28%-34.0pp | 26.14%-28.9pp | 282.23%-285.0pp |
| Employer contribution / active EE | $3,110 | $5,166-39.8% | $4,608-32.5% | $4,866-36.1% |
| Participant deferral / active EE | $10,676 | $6,423+66.2% | $6,026+77.2% | $5,351+99.5% |
| Admin fee / account holder | $1,248 | $9,516-86.9% | $8,175-84.7% | $9,541-86.9% |