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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 | $253,844 | $76,912+230.0% | $129,118+96.6% | $68,490+270.6% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.2%+22.8pp | 67.9%+32.1pp |
| Annual return | -10.78% | -9.78%-1.0pp | -10.94%+0.2pp | -7.85%-2.9pp |
| Employer contribution / active EE | $3,091 | $3,243-4.7% | $5,051-38.8% | $2,597+19.0% |
| Participant deferral / active EE | $6,604 | $4,732+39.6% | $6,539+1.0% | $4,028+64.0% |
| Admin fee / account holder | $8,899 | $6,638+34.1% | $14,305-37.8% | $5,403+64.7% |