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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 | $269,147 | $142,361+89.1% | $119,608+125.0% | $134,509+100.1% |
| Participation rate | 77.3% | 82.8%-5.6pp | 79.3%-2.0pp | 81.2%-4.0pp |
| Annual return | -16.09% | -12.46%-3.6pp | -14.98%-1.1pp | 418.13%-434.2pp |
| Employer contribution / active EE | $0 | $5,224-100.0% | $4,232-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,850 | $6,468+52.3% | $5,601+75.8% | $6,400+53.9% |
| Admin fee / account holder | $6,218 | $13,588-54.2% | $10,326-39.8% | $11,427-45.6% |