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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 | $439,100 | $185,883+136.2% | $170,043+158.2% | $139,466+214.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.15% | 60.54%-42.4pp | 53.40%-35.3pp | 373.66%-355.5pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $18,299 | $11,626+57.4% | $10,410+75.8% | $6,712+172.6% |
| Admin fee / account holder | $2,850 | $15,393-81.5% | $12,824-77.8% | $11,409-75.0% |