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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 | $585,503 | $178,174+228.6% | $156,181+274.9% | $137,256+326.6% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 15.45% | 84.19%-68.7pp | 64.87%-49.4pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $21,800 | $6,888+216.5% | $6,132+255.5% | $6,407+240.3% |
| Admin fee / account holder | $10,216 | $17,404-41.3% | $14,586-30.0% | $12,270-16.7% |