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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 | $265,214 | $156,398+69.6% | $147,318+80.0% | $138,895+90.9% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 13.63% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $4,875 | $8,237-40.8% | $7,906-38.3% | $6,396-23.8% |
| Admin fee / account holder | $7,722 | $14,976-48.4% | $13,708-43.7% | $12,562-38.5% |