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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 | $374,361 | $167,533+123.5% | $151,645+146.9% | $134,545+178.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.96% | 7.81%-25.8pp | 3.34%-21.3pp | 418.37%-436.3pp |
| Employer contribution / active EE | $5,526 | $6,828-19.1% | $6,165-10.4% | $4,742+16.5% |
| Participant deferral / active EE | $4,242 | $8,985-52.8% | $8,363-49.3% | $6,401-33.7% |
| Admin fee / account holder | $7,022 | $13,781-49.0% | $11,614-39.5% | $11,431-38.6% |