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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 | $395,820 | $227,633+73.9% | $189,597+108.8% | $167,553+136.2% |
| Participation rate | 80.0% | 82.5%-2.5pp | 78.4%+1.6pp | 82.1%-2.1pp |
| Annual return | 16.80% | 78.45%-61.7pp | 64.20%-47.4pp | 478.89%-462.1pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,803 | $7,003-74.3% | $6,174-70.8% | $6,343-71.6% |
| Admin fee / account holder | $1,573 | $11,879-86.8% | $9,807-84.0% | $12,316-87.2% |