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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 | $436,754 | $225,673+93.5% | $203,872+114.2% | $155,188+181.4% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 17.23% | 95.91%-78.7pp | 85.11%-67.9pp | 148.84%-131.6pp |
| Employer contribution / active EE | $0 | $4,099-100.0% | $3,757-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $30,500 | $6,893+342.5% | $6,388+377.5% | $6,531+367.0% |
| Admin fee / account holder | $10,210 | $12,327-17.2% | $11,730-13.0% | $14,480-29.5% |