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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 | $354,018 | $73,839+379.4% | $143,788+146.2% | $68,495+416.9% |
| Participation rate | 87.7% | 66.7%+21.1pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -10.84% | 1.01%-11.9pp | -0.03%-10.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $7,699 | $3,184+141.8% | $4,952+55.5% | $2,596+196.5% |
| Participant deferral / active EE | $4,381 | $3,384+29.5% | $5,638-22.3% | $4,028+8.8% |
| Admin fee / account holder | $14,925 | $5,755+159.4% | $14,675+1.7% | $5,403+176.2% |