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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 | $386,829 | $157,304+145.9% | $141,197+174.0% | $152,909+153.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 28.39% | 64.34%-36.0pp | 71.41%-43.0pp | 345.46%-317.1pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $11,827 | $7,111+66.3% | $6,710+76.2% | $5,851+102.1% |
| Admin fee / account holder | $618 | $12,126-94.9% | $10,265-94.0% | $11,601-94.7% |