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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 | $430,559 | $171,492+151.1% | $150,734+185.6% | $198,609+116.8% |
| Participation rate | 80.0% | 81.4%-1.4pp | 78.4%+1.6pp | 82.4%-2.4pp |
| Annual return | 13.67% | 804.70%-791.0pp | 600.81%-587.1pp | 202.70%-189.0pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $9,526 | $6,259+52.2% | $5,610+69.8% | $6,977+36.5% |
| Admin fee / account holder | $902 | $17,628-94.9% | $14,905-93.9% | $19,030-95.3% |