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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 | $307,183 | $176,786+73.8% | $146,643+109.5% | $167,536+83.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 13.55% | 24.04%-10.5pp | 22.75%-9.2pp | 478.82%-465.3pp |
| Employer contribution / active EE | $0 | $5,161-100.0% | $4,137-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,822 | $6,440+5.9% | $5,506+23.9% | $6,342+7.6% |
| Admin fee / account holder | $1,169 | $13,262-91.2% | $10,280-88.6% | $12,315-90.5% |