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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 | $293,579 | $167,353+75.4% | $143,797+104.2% | $134,545+118.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.88% | 0.48%-13.4pp | -0.04%-12.8pp | 418.37%-431.3pp |
| Employer contribution / active EE | $1,249 | $5,620-77.8% | $4,952-74.8% | $4,742-73.7% |
| Participant deferral / active EE | $4,513 | $6,447-30.0% | $5,638-20.0% | $6,401-29.5% |
| Admin fee / account holder | $15,516 | $18,096-14.3% | $14,679+5.7% | $11,431+35.7% |