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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 | $312,032 | $131,835+136.7% | $108,582+187.4% | $273,972+13.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 2.13% | -91.57%+93.7pp | -51.70%+53.8pp | 41.46%-39.3pp |
| Employer contribution / active EE | $9,885 | $4,913+101.2% | $3,758+163.0% | $4,869+103.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $6,273 | $10,253-38.8% | $7,645-17.9% | $10,133-38.1% |