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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 | $295,598 | $157,304+87.9% | $141,197+109.4% | $152,909+93.3% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 26.39% | 64.34%-38.0pp | 71.41%-45.0pp | 345.46%-319.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $12,911 | $7,111+81.6% | $6,710+92.4% | $5,851+120.6% |
| Admin fee / account holder | $2,127 | $12,126-82.5% | $10,265-79.3% | $11,601-81.7% |