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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 | $500,590 | $176,402+183.8% | $134,162+273.1% | $158,966+214.9% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 25.71% | 63.66%-37.9pp | 36.35%-10.6pp | 302.95%-277.2pp |
| Employer contribution / active EE | $505 | $5,042-90.0% | $3,705-86.4% | $4,762-89.4% |
| Participant deferral / active EE | $0 | $4,093-100.0% | $3,500-100.0% | $5,983-100.0% |
| Admin fee / account holder | $17,003 | $8,719+95.0% | $6,685+154.3% | $11,250+51.1% |