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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 | $404,020 | $432,047-6.5% | $151,639+166.4% | - |
| Participation rate | 0.0% | 83.9%-83.9pp | 87.5%-87.5pp | - |
| Annual return | -16.09% | -11.21%-4.9pp | 3.34%-19.4pp | - |
| Employer contribution / active EE | $0 | $4,228-100.0% | $6,165-100.0% | - |
| Participant deferral / active EE | $0 | $7,208-100.0% | $8,363-100.0% | - |
| Admin fee / account holder | $3,389 | $147,941-97.7% | $11,613-70.8% | - |