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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 | $408,399 | $196,972+107.3% | $182,262+124.1% | $198,609+105.6% |
| Participation rate | 71.4% | 85.7%-14.3pp | 84.2%-12.8pp | 82.4%-10.9pp |
| Annual return | 16.24% | 158.27%-142.0pp | 140.60%-124.4pp | 202.70%-186.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $13,292 | $8,643+53.8% | $8,276+60.6% | $6,977+90.5% |
| Admin fee / account holder | $30,030 | $18,429+63.0% | $16,712+79.7% | $19,030+57.8% |