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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 | $353,185 | $157,296+124.5% | $141,191+150.1% | $152,897+131.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.06% | 64.34%-46.3pp | 71.41%-53.3pp | 345.43%-327.4pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,568 | $7,111-7.6% | $6,710-2.1% | $5,851+12.2% |
| Admin fee / account holder | $9,102 | $12,125-24.9% | $10,264-11.3% | $11,599-21.5% |