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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 | $366,309 | $148,582+146.5% | $135,942+169.5% | $139,456+162.7% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 17.56% | 79.26%-61.7pp | 68.28%-50.7pp | 373.45%-355.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $12,942 | $8,101+59.8% | $7,759+66.8% | $6,711+92.8% |
| Admin fee / account holder | $47,486 | $12,402+282.9% | $10,764+341.1% | $11,407+316.3% |