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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 | $322,982 | $85,790+276.5% | $67,313+379.8% | $135,379+138.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.88% | -0.54%-5.3pp | -4.08%-1.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $7,143 | $3,487+104.8% | $2,566+178.4% | $4,779+49.5% |
| Participant deferral / active EE | $8,183 | $4,651+75.9% | $3,568+129.3% | $5,609+45.9% |
| Admin fee / account holder | $4,361 | $6,392-31.8% | $4,507-3.2% | $10,828-59.7% |