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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 | $296,838 | $131,835+125.2% | $108,582+173.4% | $273,972+8.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 10.40% | -91.57%+102.0pp | -51.70%+62.1pp | 41.46%-31.1pp |
| Employer contribution / active EE | $5,505 | $4,913+12.1% | $3,758+46.5% | $4,869+13.1% |
| Participant deferral / active EE | $13,093 | $5,127+155.4% | $4,311+203.7% | $5,287+147.6% |
| Admin fee / account holder | $344 | $10,253-96.6% | $7,645-95.5% | $10,133-96.6% |