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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 | $286,150 | $113,941+151.1% | $94,229+203.7% | $125,389+128.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.33% | 5.29%-5.6pp | 10.68%-11.0pp | 282.24%-282.6pp |
| Employer contribution / active EE | $4,323 | $4,727-8.5% | $3,587+20.5% | $4,866-11.2% |
| Participant deferral / active EE | $7,547 | $5,179+45.7% | $4,320+74.7% | $5,352+41.0% |
| Admin fee / account holder | $33,293 | $8,392+296.7% | $6,269+431.0% | $9,541+249.0% |