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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 | $300,661 | $132,634+126.7% | $115,768+159.7% | $137,256+119.1% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.4%+5.6pp | 80.0%0pp |
| Annual return | 14.40% | 160.70%-146.3pp | 100.46%-86.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $0 | $3,360-100.0% | $2,940-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,956 | $5,619-11.8% | $4,917+0.8% | $6,407-22.6% |
| Admin fee / account holder | $2,265 | $15,028-84.9% | $12,439-81.8% | $12,270-81.5% |