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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 | $285,280 | $227,566+25.4% | $189,558+50.5% | $167,518+70.3% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.5%+1.5pp | 82.1%-2.1pp |
| Annual return | 14.79% | 78.43%-63.6pp | 64.19%-49.4pp | 478.71%-463.9pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,855 | $7,002-44.9% | $6,174-37.6% | $6,342-39.2% |
| Admin fee / account holder | $6,500 | $11,881-45.3% | $9,809-33.7% | $12,312-47.2% |