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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 | $559,331 | $167,353+234.2% | $143,797+289.0% | $134,545+315.7% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -15.90% | 0.48%-16.4pp | -0.04%-15.9pp | 418.37%-434.3pp |
| Employer contribution / active EE | $1,216 | $5,620-78.4% | $4,952-75.4% | $4,742-74.4% |
| Participant deferral / active EE | $7,605 | $6,447+18.0% | $5,638+34.9% | $6,401+18.8% |
| Admin fee / account holder | $52,344 | $18,096+189.3% | $14,679+256.6% | $11,431+357.9% |