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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 | $377,693 | $132,099+185.9% | $115,599+226.7% | $138,895+171.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 14.74% | 176.76%-162.0pp | 111.10%-96.4pp | 145.39%-130.7pp |
| Employer contribution / active EE | $0 | $3,416-100.0% | $2,955-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,742 | $5,617-15.6% | $4,889-3.0% | $6,396-25.9% |
| Admin fee / account holder | $2,822 | $15,650-82.0% | $12,841-78.0% | $12,562-77.5% |