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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 | $496,972 | $102,638+384.2% | $81,991+506.1% | $158,966+212.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.09% | 61.05%-46.0pp | 41.31%-26.2pp | 302.95%-287.9pp |
| Employer contribution / active EE | $1,944 | $3,241-40.0% | $2,498-22.2% | $4,762-59.2% |
| Participant deferral / active EE | $3,068 | $4,649-34.0% | $3,722-17.6% | $5,983-48.7% |
| Admin fee / account holder | $5,639 | $8,237-31.5% | $5,665-0.5% | $11,250-49.9% |