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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 | $321,391 | $108,882+195.2% | $96,754+232.2% | $154,746+107.7% |
| Participation rate | 75.0% | 75.1%-0.1pp | 70.3%+4.7pp | 80.7%-5.7pp |
| Annual return | 12.20% | 98.39%-86.2pp | 82.04%-69.8pp | 172.34%-160.1pp |
| Employer contribution / active EE | $604 | $3,018-80.0% | $2,679-77.5% | $4,379-86.2% |
| Participant deferral / active EE | $5,203 | $5,323-2.2% | $4,758+9.4% | $6,730-22.7% |
| Admin fee / account holder | $565 | $10,200-94.5% | $8,905-93.7% | $14,365-96.1% |