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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 | $347,892 | $100,811+245.1% | $86,698+301.3% | $134,545+158.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 76.6%+6.7pp | 81.2%+2.1pp |
| Annual return | -15.07% | 29.11%-44.2pp | 35.96%-51.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,667 | $5,339+99.8% | $4,656+129.1% | $6,401+66.6% |
| Admin fee / account holder | $8,991 | $10,926-17.7% | $7,492+20.0% | $11,431-21.3% |