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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 | $274,328 | $142,409+92.6% | $119,634+129.3% | $134,545+103.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.60% | -12.46%+2.9pp | -14.98%+5.4pp | 418.37%-428.0pp |
| Employer contribution / active EE | $5,000 | $5,224-4.3% | $4,232+18.1% | $4,742+5.5% |
| Participant deferral / active EE | $0 | $6,468-100.0% | $5,601-100.0% | $6,401-100.0% |
| Admin fee / account holder | $4,997 | $13,594-63.2% | $10,329-51.6% | $11,431-56.3% |