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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 | $355,226 | $148,629+139.0% | $135,982+161.2% | $139,487+154.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 15.97% | 79.33%-63.4pp | 68.32%-52.4pp | 373.84%-357.9pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $15,968 | $8,102+97.1% | $7,760+105.8% | $6,713+137.9% |
| Admin fee / account holder | $2,810 | $12,406-77.3% | $10,767-73.9% | $11,407-75.4% |