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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 | $307,743 | $167,353+83.9% | $143,797+114.0% | $134,545+128.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.97% | 0.48%-18.4pp | -0.04%-17.9pp | 418.37%-436.3pp |
| Employer contribution / active EE | $2,057 | $5,620-63.4% | $4,952-58.5% | $4,742-56.6% |
| Participant deferral / active EE | $10,290 | $6,447+59.6% | $5,638+82.5% | $6,401+60.7% |
| Admin fee / account holder | $5,066 | $18,096-72.0% | $14,679-65.5% | $11,431-55.7% |