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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 | $359,418 | $167,352+114.8% | $143,788+150.0% | $134,509+167.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.25% | 0.47%-15.7pp | -0.03%-15.2pp | 418.13%-433.4pp |
| Employer contribution / active EE | $1,532 | $5,620-72.7% | $4,952-69.1% | $4,741-67.7% |
| Participant deferral / active EE | $9,748 | $6,447+51.2% | $5,638+72.9% | $6,400+52.3% |
| Admin fee / account holder | $5,742 | $18,091-68.3% | $14,675-60.9% | $11,427-49.7% |