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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 | $129,737+97.9% | $119,126+115.6% | $154,746+65.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 14.89% | 379.08%-364.2pp | 282.11%-267.2pp | 172.34%-157.4pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,270 | $5,842-44.0% | $5,318-38.5% | $6,730-51.4% |
| Admin fee / account holder | $1,705 | $11,961-85.7% | $10,693-84.1% | $14,365-88.1% |