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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 | $332,067 | $95,915+246.2% | $79,580+317.3% | $134,532+146.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 2.71% | -2.71%+5.4pp | 0.15%+2.6pp | 418.27%-415.6pp |
| Employer contribution / active EE | $1,788 | $3,129-42.9% | $2,413-25.9% | $4,741-62.3% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,843 | $9,132+62.5% | $6,835+117.2% | $11,429+29.9% |