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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 | $308,422 | $100,805+206.0% | $86,698+255.7% | $134,532+129.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -12.56% | 29.09%-41.7pp | 35.95%-48.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $2,740 | $3,490-21.5% | $2,837-3.4% | $4,741-42.2% |
| Participant deferral / active EE | $7,343 | $5,339+37.5% | $4,656+57.7% | $6,401+14.7% |
| Admin fee / account holder | $68,182 | $10,925+524.1% | $7,493+810.0% | $11,429+496.6% |