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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 | $333,993 | $114,013+192.9% | $103,693+222.1% | $155,188+115.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 15.57% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.3pp |
| Employer contribution / active EE | $0 | $3,131-100.0% | $2,920-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $18,529 | $4,970+272.8% | $4,579+304.6% | $6,531+183.7% |
| Admin fee / account holder | $25,692 | $8,407+205.6% | $7,858+226.9% | $14,480+77.4% |