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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 | $301,655 | $72,177+317.9% | $115,038+162.2% | $59,633+405.9% |
| Participation rate | 92.0% | 72.6%+19.4pp | 81.4%+10.6pp | 68.7%+23.3pp |
| Annual return | -0.08% | 12.02%-12.1pp | 26.14%-26.2pp | 2041.45%-2041.5pp |
| Employer contribution / active EE | $2,868 | $2,841+0.9% | $4,608-37.8% | $2,203+30.2% |
| Participant deferral / active EE | $6,718 | $4,783+40.5% | $6,026+11.5% | $3,192+110.5% |
| Admin fee / account holder | $55,502 | $4,927+1026.5% | $8,175+578.9% | $4,297+1191.7% |