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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 | $263,882 | $167,352+57.7% | $143,788+83.5% | $134,509+96.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -0.73% | 0.47%-1.2pp | -0.03%-0.7pp | 418.13%-418.9pp |
| Employer contribution / active EE | $5,117 | $5,620-8.9% | $4,952+3.3% | $4,741+8.0% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $33,316 | $18,091+84.2% | $14,675+127.0% | $11,427+191.6% |