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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 | $100,792+206.0% | $86,691+255.8% | $134,509+129.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -12.56% | 29.08%-41.6pp | 35.94%-48.5pp | 418.13%-430.7pp |
| Employer contribution / active EE | $2,740 | $3,491-21.5% | $2,837-3.4% | $4,741-42.2% |
| Participant deferral / active EE | $7,343 | $5,339+37.5% | $4,656+57.7% | $6,400+14.7% |
| Admin fee / account holder | $68,182 | $10,924+524.2% | $7,492+810.1% | $11,427+496.7% |