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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 | $384,697 | $168,635+128.1% | $147,617+160.6% | $125,389+206.8% |
| Participation rate | 83.3% | 88.8%-5.4pp | 84.6%-1.3pp | 83.2%+0.1pp |
| Annual return | 1.62% | 77.65%-76.0pp | 61.98%-60.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $0 | $6,252-100.0% | $5,564-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $11,958 | $5,507+117.2% | $4,895+144.3% | $5,352+123.5% |
| Admin fee / account holder | $13,234 | $13,580-2.6% | $11,612+14.0% | $9,541+38.7% |