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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 | $557,826 | $114,013+389.3% | $103,693+438.0% | $155,188+259.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 21.28% | 49.31%-28.0pp | 47.61%-26.3pp | 148.84%-127.6pp |
| Employer contribution / active EE | $337 | $3,131-89.2% | $2,920-88.5% | $4,248-92.1% |
| Participant deferral / active EE | $2,833 | $4,970-43.0% | $4,579-38.1% | $6,531-56.6% |
| Admin fee / account holder | $1,217 | $8,407-85.5% | $7,858-84.5% | $14,480-91.6% |