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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 | $176,120+151.9% | $159,487+178.2% | $167,553+164.8% |
| Participation rate | 84.6% | 85.0%-0.3pp | 82.8%+1.8pp | 82.1%+2.5pp |
| Annual return | 29.62% | 331.95%-302.3pp | 263.71%-234.1pp | 478.89%-449.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,979 | $7,752-10.0% | $7,354-5.1% | $6,343+10.0% |
| Admin fee / account holder | $15,514 | $12,561+23.5% | $10,804+43.6% | $12,316+26.0% |