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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 | $250,101 | $167,362+49.4% | $143,799+73.9% | $134,532+85.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.79% | 0.47%-11.3pp | -0.04%-10.7pp | 418.27%-429.1pp |
| Employer contribution / active EE | $3,134 | $5,620-44.2% | $4,952-36.7% | $4,741-33.9% |
| Participant deferral / active EE | $6,817 | $6,447+5.7% | $5,638+20.9% | $6,401+6.5% |
| Admin fee / account holder | $3,933 | $18,094-78.3% | $14,677-73.2% | $11,429-65.6% |