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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 | $295,312 | $131,829+124.0% | $108,579+172.0% | $273,965+7.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.53% | -91.57%+98.1pp | -51.70%+58.2pp | 41.45%-34.9pp |
| Employer contribution / active EE | $4,846 | $4,912-1.3% | $3,758+29.0% | $4,869-0.5% |
| Participant deferral / active EE | $7,652 | $5,127+49.2% | $4,311+77.5% | $5,287+44.7% |
| Admin fee / account holder | $21,778 | $10,252+112.4% | $7,645+184.9% | $10,132+114.9% |