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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 | $272,984 | $157,276+73.6% | $141,177+93.4% | $152,885+78.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 24.15% | 64.33%-40.2pp | 71.40%-47.3pp | 345.39%-321.2pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $27,855 | $7,110+291.7% | $6,710+315.1% | $5,851+376.1% |
| Admin fee / account holder | $1,094 | $12,123-91.0% | $10,263-89.3% | $11,598-90.6% |