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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 | $394,175 | $133,981+194.2% | $112,249+251.2% | $134,532+193.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 4.40% | 47.16%-42.8pp | 27.48%-23.1pp | 418.27%-413.9pp |
| Employer contribution / active EE | $907 | $4,040-77.5% | $3,636-75.0% | $4,741-80.9% |
| Participant deferral / active EE | $2,210 | $5,292-58.2% | $4,729-53.3% | $6,401-65.5% |
| Admin fee / account holder | $2,916 | $7,492-61.1% | $6,412-54.5% | $11,429-74.5% |