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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 | $1,014,344 | $97,125+944.4% | $86,233+1076.3% | $137,256+639.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 27.56% | 74.19%-46.6pp | 61.39%-33.8pp | 220.34%-192.8pp |
| Employer contribution / active EE | $596 | $2,841-79.0% | $2,504-76.2% | $4,156-85.7% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,559-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,622 | $9,725-73.0% | $8,342-68.6% | $12,270-78.6% |