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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 | $142,354+165.3% | $125,529+200.9% | $155,188+143.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 14.74% | 306.06%-291.3pp | 202.56%-187.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $0 | $3,501-100.0% | $3,058-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $4,742 | $5,491-13.6% | $4,813-1.5% | $6,531-27.4% |
| Admin fee / account holder | $2,822 | $19,392-85.4% | $16,298-82.7% | $14,480-80.5% |