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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 | $362,502 | $167,533+116.4% | $151,645+139.0% | $134,545+169.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -2.10% | 7.81%-9.9pp | 3.34%-5.4pp | 418.37%-420.5pp |
| Employer contribution / active EE | $14,000 | $6,828+105.0% | $6,165+127.1% | $4,742+195.3% |
| Participant deferral / active EE | $0 | $8,985-100.0% | $8,363-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,550 | $13,781+12.8% | $11,614+33.9% | $11,431+36.0% |