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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 | $271,155 | $167,362+62.0% | $143,799+88.6% | $134,532+101.6% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.08% | 0.47%-15.6pp | -0.04%-15.0pp | 418.27%-433.3pp |
| Employer contribution / active EE | $2,375 | $5,620-57.7% | $4,952-52.0% | $4,741-49.9% |
| Participant deferral / active EE | $7,414 | $6,447+15.0% | $5,638+31.5% | $6,401+15.8% |
| Admin fee / account holder | $27,178 | $18,094+50.2% | $14,677+85.2% | $11,429+137.8% |