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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 | $596,459 | $167,504+256.1% | $151,628+293.4% | $134,509+343.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 1.04% | 7.81%-6.8pp | 3.34%-2.3pp | 418.13%-417.1pp |
| Employer contribution / active EE | $0 | $6,828-100.0% | $6,165-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,750 | $8,985-24.9% | $8,363-19.3% | $6,400+5.5% |
| Admin fee / account holder | $735 | $13,779-94.7% | $11,613-93.7% | $11,427-93.6% |