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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 | $419,743 | $157,296+166.8% | $141,191+197.3% | $152,897+174.5% |
| Participation rate | 81.8% | 84.8%-3.0pp | 82.5%-0.7pp | 82.5%-0.6pp |
| Annual return | 28.88% | 64.34%-35.5pp | 71.41%-42.5pp | 345.43%-316.6pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,897 | $7,111-3.0% | $6,710+2.8% | $5,851+17.9% |
| Admin fee / account holder | $5,074 | $12,125-58.2% | $10,264-50.6% | $11,599-56.3% |