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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 | $612,275 | $196,972+210.8% | $182,262+235.9% | $198,609+208.3% |
| Participation rate | 80.0% | 85.7%-5.7pp | 84.2%-4.2pp | 82.4%-2.4pp |
| Annual return | 16.37% | 158.27%-141.9pp | 140.60%-124.2pp | 202.70%-186.3pp |
| Employer contribution / active EE | $4,730 | $5,364-11.8% | $5,046-6.3% | $5,055-6.4% |
| Participant deferral / active EE | $10,520 | $8,643+21.7% | $8,276+27.1% | $6,977+50.8% |
| Admin fee / account holder | $3,323 | $18,429-82.0% | $16,712-80.1% | $19,030-82.5% |