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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 | $335,158 | $162,136+106.7% | $152,301+120.1% | $154,746+116.6% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 16.72% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $21,993 | $8,341+163.7% | $8,004+174.8% | $6,730+226.8% |
| Admin fee / account holder | $3,351 | $15,759-78.7% | $14,398-76.7% | $14,365-76.7% |