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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 | $472,503 | $129,737+264.2% | $119,126+296.6% | $154,746+205.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 18.49% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.9pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,979 | $5,842-49.0% | $5,318-44.0% | $6,730-55.7% |
| Admin fee / account holder | $334 | $11,961-97.2% | $10,693-96.9% | $14,365-97.7% |