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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 | $274,150 | $131,835+107.9% | $108,582+152.5% | $273,972+0.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.55% | -91.57%+101.1pp | -51.70%+61.2pp | 41.46%-31.9pp |
| Employer contribution / active EE | $2,961 | $4,913-39.7% | $3,758-21.2% | $4,869-39.2% |
| Participant deferral / active EE | $6,091 | $5,127+18.8% | $4,311+41.3% | $5,287+15.2% |
| Admin fee / account holder | $13,563 | $10,253+32.3% | $7,645+77.4% | $10,133+33.9% |