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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 | $255,349 | $157,276+62.4% | $141,177+80.9% | $152,885+67.0% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 21.44% | 64.33%-42.9pp | 71.40%-50.0pp | 345.39%-323.9pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,330 | $7,110+31.2% | $6,710+39.1% | $5,851+59.5% |
| Admin fee / account holder | $890 | $12,123-92.7% | $10,263-91.3% | $11,598-92.3% |