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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 | $364,207 | $167,533+117.4% | $151,645+140.2% | $134,545+170.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.41% | 7.81%-25.2pp | 3.34%-20.7pp | 418.37%-435.8pp |
| Employer contribution / active EE | $16,034 | $6,828+134.8% | $6,165+160.1% | $4,742+238.2% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $14,081 | $13,781+2.2% | $11,614+21.2% | $11,431+23.2% |