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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 | $365,577 | $223,823+63.3% | $211,142+73.1% | $154,746+136.2% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.24% | 50.39%-34.2pp | 46.84%-30.6pp | 172.34%-156.1pp |
| Employer contribution / active EE | $0 | $6,787-100.0% | $6,442-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $23,500 | $9,750+141.0% | $9,284+153.1% | $6,730+249.2% |
| Admin fee / account holder | $2,983 | $19,707-84.9% | $19,076-84.4% | $14,365-79.2% |