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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 | $284,572 | $142,409+99.8% | $119,634+137.9% | $134,545+111.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.88% | -12.46%+5.6pp | -14.98%+8.1pp | 418.37%-425.2pp |
| Employer contribution / active EE | $20,588 | $5,224+294.1% | $4,232+386.4% | $4,742+334.2% |
| Participant deferral / active EE | $2,785 | $6,468-56.9% | $5,601-50.3% | $6,401-56.5% |
| Admin fee / account holder | $42,472 | $13,594+212.4% | $10,329+311.2% | $11,431+271.6% |