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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 | $133,998+89.9% | $112,263+126.7% | $134,545+89.2% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -11.31% | 47.17%-58.5pp | 27.49%-38.8pp | 418.37%-429.7pp |
| Employer contribution / active EE | $3,983 | $4,040-1.4% | $3,636+9.5% | $4,742-16.0% |
| Participant deferral / active EE | $8,760 | $5,292+65.5% | $4,729+85.2% | $6,401+36.8% |
| Admin fee / account holder | $20,086 | $7,493+168.1% | $6,410+213.3% | $11,431+75.7% |