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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 | $443,718 | $176,071+152.0% | $159,450+178.3% | $167,497+164.9% |
| Participation rate | 84.6% | 84.9%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 29.62% | 331.79%-302.2pp | 263.60%-234.0pp | 478.62%-449.0pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,979 | $7,750-10.0% | $7,352-5.1% | $6,341+10.1% |
| Admin fee / account holder | $15,514 | $12,555+23.6% | $10,800+43.6% | $12,310+26.0% |