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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 | $315,614 | $232,540+35.7% | $185,117+70.5% | $147,585+113.9% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 13.42% | 43.03%-29.6pp | 40.50%-27.1pp | 578.57%-565.2pp |
| Employer contribution / active EE | $0 | $5,195-100.0% | $4,182-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $16,322 | $5,834+179.8% | $5,045+223.5% | $5,439+200.1% |
| Admin fee / account holder | $84,190 | $10,275+719.4% | $8,159+931.8% | $10,885+673.4% |