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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 | $743,250 | $227,633+226.5% | $189,597+292.0% | $167,553+343.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 15.80% | 78.45%-62.7pp | 64.20%-48.4pp | 478.89%-463.1pp |
| Employer contribution / active EE | $921 | $5,317-82.7% | $4,412-79.1% | $4,840-81.0% |
| Participant deferral / active EE | $3,960 | $7,003-43.4% | $6,174-35.9% | $6,343-37.6% |
| Admin fee / account holder | $2,436 | $11,879-79.5% | $9,807-75.2% | $12,316-80.2% |