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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 | $108,882+831.6% | $96,754+948.4% | $154,746+555.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 27.56% | 98.39%-70.8pp | 82.04%-54.5pp | 172.34%-144.8pp |
| Employer contribution / active EE | $596 | $3,018-80.2% | $2,679-77.7% | $4,379-86.4% |
| Participant deferral / active EE | $0 | $5,323-100.0% | $4,758-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,622 | $10,200-74.3% | $8,905-70.6% | $14,365-81.7% |