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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 | $371,807 | $156,398+137.7% | $147,318+152.4% | $138,895+167.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.44% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $15,100 | $8,237+83.3% | $7,906+91.0% | $6,396+136.1% |
| Admin fee / account holder | $31,380 | $14,976+109.5% | $13,708+128.9% | $12,562+149.8% |