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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 | $631,270 | $142,409+343.3% | $119,634+427.7% | $134,545+369.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.46% | -12.46%+3.0pp | -14.98%+5.5pp | 418.37%-427.8pp |
| Employer contribution / active EE | $10,053 | $5,224+92.4% | $4,232+137.5% | $4,742+112.0% |
| Participant deferral / active EE | $6,667 | $6,468+3.1% | $5,601+19.0% | $6,401+4.1% |
| Admin fee / account holder | $3,039 | $13,594-77.6% | $10,329-70.6% | $11,431-73.4% |