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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 | $492,413 | $166,089+196.5% | $164,928+198.6% | $145,978+237.3% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 10.54% | 100.26%-89.7pp | 70.08%-59.5pp | 550.52%-540.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $21,400 | $6,961+207.4% | $6,034+254.7% | $6,690+219.9% |
| Admin fee / account holder | $8,972 | $16,641-46.1% | $12,684-29.3% | $13,400-33.0% |