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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 | $288,556 | $127,387+126.5% | $115,038+150.8% | $125,389+130.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -2.57% | 31.28%-33.8pp | 26.14%-28.7pp | 282.24%-284.8pp |
| Employer contribution / active EE | $4,319 | $5,166-16.4% | $4,608-6.3% | $4,866-11.2% |
| Participant deferral / active EE | $4,000 | $6,423-37.7% | $6,026-33.6% | $5,352-25.3% |
| Admin fee / account holder | $14,263 | $9,516+49.9% | $8,175+74.5% | $9,541+49.5% |