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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 | $371,085 | $167,362+121.7% | $143,799+158.1% | $134,532+175.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -18.19% | 0.47%-18.7pp | -0.04%-18.1pp | 418.27%-436.5pp |
| Employer contribution / active EE | $3,400 | $5,620-39.5% | $4,952-31.3% | $4,741-28.3% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $78,950 | $18,094+336.3% | $14,677+437.9% | $11,429+590.8% |