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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 | $451,354 | $127,779+253.2% | $106,551+323.6% | $167,518+169.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 14.08% | 33.87%-19.8pp | 26.80%-12.7pp | 478.71%-464.6pp |
| Employer contribution / active EE | $665 | $3,427-80.6% | $2,819-76.4% | $4,838-86.2% |
| Participant deferral / active EE | $1,920 | $5,088-62.3% | $4,398-56.3% | $6,342-69.7% |
| Admin fee / account holder | $3,310 | $11,228-70.5% | $7,408-55.3% | $12,312-73.1% |