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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 | $125,778+139.2% | $114,563+162.6% | $154,746+94.4% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.9%-2.9pp | 80.7%-10.7pp |
| Annual return | 14.62% | 295.14%-280.5pp | 241.09%-226.5pp | 172.34%-157.7pp |
| Employer contribution / active EE | $0 | $2,806-100.0% | $2,592-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,990 | $4,445+79.8% | $4,142+92.9% | $6,730+18.7% |
| Admin fee / account holder | $16,566 | $8,190+102.3% | $7,623+117.3% | $14,365+15.3% |