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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 | $346,935 | $167,362+107.3% | $143,799+141.3% | $134,532+157.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.76% | 0.47%-16.2pp | -0.04%-15.7pp | 418.27%-434.0pp |
| Employer contribution / active EE | $4,910 | $5,620-12.6% | $4,952-0.9% | $4,741+3.6% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $3,066 | $18,094-83.1% | $14,677-79.1% | $11,429-73.2% |