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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 | $285,142 | $92,219+209.2% | $76,768+271.4% | $135,379+110.6% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -3.29% | 5.46%-8.7pp | 2.43%-5.7pp | 519.79%-523.1pp |
| Employer contribution / active EE | $4,412 | $3,216+37.2% | $2,485+77.5% | $4,779-7.7% |
| Participant deferral / active EE | $0 | $4,508-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,191 | $10,749-51.7% | $6,675-22.2% | $10,828-52.1% |