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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 | $369,210 | $167,362+120.6% | $143,799+156.8% | $134,532+174.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.09% | 0.47%-10.6pp | -0.04%-10.0pp | 418.27%-428.4pp |
| Employer contribution / active EE | $6,680 | $5,620+18.9% | $4,952+34.9% | $4,741+40.9% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,401-100.0% |
| Admin fee / account holder | $16,244 | $18,094-10.2% | $14,677+10.7% | $11,429+42.1% |