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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 | $679,669 | $73,863+820.2% | $143,797+372.7% | $68,490+892.4% |
| Participation rate | 97.1% | 66.7%+30.5pp | 80.3%+16.8pp | 67.9%+29.2pp |
| Annual return | -17.57% | 0.91%-18.5pp | -0.04%-17.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $36,194 | $3,185+1036.5% | $4,952+630.9% | $2,597+1293.9% |
| Participant deferral / active EE | $21,580 | $3,385+537.6% | $5,638+282.7% | $4,028+435.8% |
| Admin fee / account holder | $252,630 | $5,756+4289.0% | $14,679+1621.0% | $5,403+4575.8% |