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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 | $298,186 | $131,835+126.2% | $108,582+174.6% | $273,972+8.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 5.60% | -91.57%+97.2pp | -51.70%+57.3pp | 41.46%-35.9pp |
| Employer contribution / active EE | $16,600 | $4,913+237.9% | $3,758+341.7% | $4,869+241.0% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $13,992 | $10,253+36.5% | $7,645+83.0% | $10,133+38.1% |