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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 | $266,578 | $73,863+260.9% | $143,797+85.4% | $68,490+289.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -7.27% | 0.91%-8.2pp | -0.04%-7.2pp | -7.85%+0.6pp |
| Employer contribution / active EE | $11,635 | $3,185+265.3% | $4,952+134.9% | $2,597+348.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $705 | $5,756-87.8% | $14,679-95.2% | $5,403-87.0% |