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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 | $366,529 | $176,402+107.8% | $134,162+173.2% | $158,982+130.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 5.12% | 63.66%-58.5pp | 36.35%-31.2pp | 302.99%-297.9pp |
| Employer contribution / active EE | $0 | $5,042-100.0% | $3,705-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $488 | $4,093-88.1% | $3,500-86.1% | $5,983-91.9% |
| Admin fee / account holder | $7,015 | $8,719-19.5% | $6,685+4.9% | $11,252-37.7% |