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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 | $263,526 | $167,362+57.5% | $143,799+83.3% | $134,532+95.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.76% | 0.47%-1.2pp | -0.04%-0.7pp | 418.27%-419.0pp |
| Employer contribution / active EE | $1,903 | $5,620-66.1% | $4,952-61.6% | $4,741-59.9% |
| Participant deferral / active EE | $10,014 | $6,447+55.3% | $5,638+77.6% | $6,401+56.4% |
| Admin fee / account holder | $7,545 | $18,094-58.3% | $14,677-48.6% | $11,429-34.0% |