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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 | $97,125+230.9% | $86,233+272.7% | $137,256+134.2% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.0%+6.0pp | 80.0%-5.0pp |
| Annual return | 12.20% | 74.19%-62.0pp | 61.39%-49.2pp | 220.34%-208.1pp |
| Employer contribution / active EE | $604 | $2,841-78.8% | $2,504-75.9% | $4,156-85.5% |
| Participant deferral / active EE | $5,203 | $5,180+0.5% | $4,559+14.1% | $6,407-18.8% |
| Admin fee / account holder | $565 | $9,725-94.2% | $8,342-93.2% | $12,270-95.4% |