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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 | $273,625 | $167,353+63.5% | $143,797+90.3% | $134,545+103.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.27% | 0.48%-11.8pp | -0.04%-11.2pp | 418.37%-429.6pp |
| Employer contribution / active EE | $7,970 | $5,620+41.8% | $4,952+60.9% | $4,742+68.1% |
| Participant deferral / active EE | $9,551 | $6,447+48.1% | $5,638+69.4% | $6,401+49.2% |
| Admin fee / account holder | $2,309 | $18,096-87.2% | $14,679-84.3% | $11,431-79.8% |