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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 | $256,799 | $111,535+130.2% | $105,223+144.1% | $137,256+87.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 14.89% | 237.85%-223.0pp | 180.65%-165.8pp | 220.34%-205.4pp |
| Employer contribution / active EE | $0 | $3,939-100.0% | $3,689-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,270 | $5,500-40.5% | $5,072-35.5% | $6,407-49.0% |
| Admin fee / account holder | $1,705 | $9,721-82.5% | $8,859-80.8% | $12,270-86.1% |