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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 | $750,528 | $118,708+532.2% | $98,920+658.7% | $158,966+372.1% |
| Participation rate | 71.4% | 77.8%-6.4pp | 76.0%-4.6pp | 82.0%-10.5pp |
| Annual return | 12.01% | 372.49%-360.5pp | 196.47%-184.5pp | 302.95%-290.9pp |
| Employer contribution / active EE | $0 | $3,334-100.0% | $2,689-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $16,185 | $5,089+218.0% | $4,245+281.3% | $5,983+170.5% |
| Admin fee / account holder | $3,887 | $10,134-61.6% | $6,643-41.5% | $11,250-65.4% |