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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 | $279,243 | $131,835+111.8% | $108,582+157.2% | $273,972+1.9% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.6%+7.9pp | 83.0%+4.5pp |
| Annual return | 8.28% | -91.57%+99.8pp | -51.70%+60.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $19,140 | $4,913+289.6% | $3,758+409.2% | $4,869+293.1% |
| Participant deferral / active EE | $0 | $5,127-100.0% | $4,311-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,858 | $10,253-72.1% | $7,645-62.6% | $10,133-71.8% |