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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 | $295,279 | $132,634+122.6% | $115,768+155.1% | $137,256+115.1% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.4%+0.6pp | 80.0%-5.0pp |
| Annual return | 12.95% | 160.70%-147.8pp | 100.46%-87.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,975 | $5,619-47.1% | $4,917-39.5% | $6,407-53.6% |
| Admin fee / account holder | $1,863 | $15,028-87.6% | $12,439-85.0% | $12,270-84.8% |