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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 | $689,788 | $154,754+345.7% | $124,206+455.4% | $138,895+396.6% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.6%+5.4pp | 79.9%-4.9pp |
| Annual return | 14.81% | 709.28%-694.5pp | 515.27%-500.5pp | 145.39%-130.6pp |
| Employer contribution / active EE | $150 | $4,446-96.6% | $3,540-95.8% | $4,194-96.4% |
| Participant deferral / active EE | $3,749 | $4,621-18.9% | $3,968-5.5% | $6,396-41.4% |
| Admin fee / account holder | $3,355 | $6,690-49.8% | $5,929-43.4% | $12,562-73.3% |