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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 | $282,718 | $166,089+70.2% | $164,928+71.4% | $145,978+93.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.81% | 100.26%-86.4pp | 70.08%-56.3pp | 550.52%-536.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,504 | $6,961-6.6% | $6,034+7.8% | $6,690-2.8% |
| Admin fee / account holder | $9,063 | $16,641-45.5% | $12,684-28.6% | $13,400-32.4% |