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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 | $794,739 | $100,073+694.2% | $85,126+833.6% | $145,877+444.8% |
| Participation rate | 75.0% | 74.1%+0.9pp | 67.5%+7.5pp | 80.3%-5.3pp |
| Annual return | 52.81% | 84.11%-31.3pp | 66.63%-13.8pp | 551.28%-498.5pp |
| Employer contribution / active EE | $470 | $3,236-85.5% | $2,731-82.8% | $4,663-89.9% |
| Participant deferral / active EE | $0 | $5,294-100.0% | $4,523-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,379 | $7,261-67.2% | $6,160-61.4% | $13,402-82.3% |