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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 | $300,882 | $101,618+196.1% | $93,063+223.3% | $137,256+119.2% |
| Participation rate | 70.0% | 74.9%-4.9pp | 72.1%-2.1pp | 80.0%-10.0pp |
| Annual return | 14.62% | 223.95%-209.3pp | 34.15%-19.5pp | 220.34%-205.7pp |
| Employer contribution / active EE | $0 | $2,707-100.0% | $2,476-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $7,990 | $4,279+86.7% | $3,958+101.8% | $6,407+24.7% |
| Admin fee / account holder | $16,566 | $6,198+167.3% | $6,033+174.6% | $12,270+35.0% |