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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 | $267,987 | $167,353+60.1% | $143,797+86.4% | $134,545+99.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -7.67% | 0.48%-8.1pp | -0.04%-7.6pp | 418.37%-426.0pp |
| Employer contribution / active EE | $5,782 | $5,620+2.9% | $4,952+16.7% | $4,742+21.9% |
| Participant deferral / active EE | $3,375 | $6,447-47.7% | $5,638-40.1% | $6,401-47.3% |
| Admin fee / account holder | $10,645 | $18,096-41.2% | $14,679-27.5% | $11,431-6.9% |