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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 | $253,937 | $228,395+11.2% | $185,861+36.6% | $158,982+59.7% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 16.28% | 40.82%-24.5pp | 35.96%-19.7pp | 302.99%-286.7pp |
| Employer contribution / active EE | $0 | $4,968-100.0% | $4,088-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $15,250 | $6,417+137.6% | $5,634+170.7% | $5,983+154.9% |
| Admin fee / account holder | $36,318 | $11,869+206.0% | $9,503+282.2% | $11,252+222.8% |