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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 | $306,296 | $53,162+476.2% | $91,227+235.8% | $68,490+347.2% |
| Participation rate | 88.5% | 63.2%+25.3pp | 73.2%+15.3pp | 67.9%+20.6pp |
| Annual return | -11.92% | -3.14%-8.8pp | 114.14%-126.1pp | -7.85%-4.1pp |
| Employer contribution / active EE | $2,725 | $1,709+59.4% | $2,851-4.4% | $2,597+4.9% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,028-100.0% |
| Admin fee / account holder | $823 | $4,493-81.7% | $5,423-84.8% | $5,403-84.8% |