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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 | $430,104 | $157,304+173.4% | $141,197+204.6% | $152,909+181.3% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 19.32% | 64.34%-45.0pp | 71.41%-52.1pp | 345.46%-326.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,281 | $7,111+58.6% | $6,710+68.1% | $5,851+92.8% |
| Admin fee / account holder | $570 | $12,126-95.3% | $10,265-94.4% | $11,601-95.1% |