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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 | $254,529 | $134,001+89.9% | $112,258+126.7% | $134,509+89.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -11.31% | 47.15%-58.5pp | 27.47%-38.8pp | 418.13%-429.4pp |
| Employer contribution / active EE | $3,983 | $4,039-1.4% | $3,636+9.6% | $4,741-16.0% |
| Participant deferral / active EE | $8,760 | $5,291+65.6% | $4,728+85.3% | $6,400+36.9% |
| Admin fee / account holder | $20,086 | $7,491+168.1% | $6,411+213.3% | $11,427+75.8% |