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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 | $277,314 | $148,629+86.6% | $135,982+103.9% | $139,487+98.8% |
| Participation rate | 88.2% | 83.9%+4.4pp | 81.9%+6.3pp | 80.3%+7.9pp |
| Annual return | 18.92% | 79.33%-60.4pp | 68.32%-49.4pp | 373.84%-354.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,579 | $8,102+42.9% | $7,760+49.2% | $6,713+72.5% |
| Admin fee / account holder | $618 | $12,406-95.0% | $10,767-94.3% | $11,407-94.6% |