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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 | $301,728 | $182,442+65.4% | $163,379+84.7% | $138,895+117.2% |
| Participation rate | 0.0% | 79.8%-79.8pp | 76.8%-76.8pp | 79.9%-79.9pp |
| Annual return | 19.18% | 72.74%-53.6pp | 63.41%-44.2pp | 145.39%-126.2pp |
| Employer contribution / active EE | $0 | $4,159-100.0% | $3,752-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $514 | $10,396-95.1% | $9,818-94.8% | $12,562-95.9% |