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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 | $154,228+297.0% | $145,433+321.0% | $137,256+346.1% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.37% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,730 | $4,804-1.5% | $4,554+3.8% | $4,156+13.8% |
| Participant deferral / active EE | $10,520 | $8,216+28.0% | $7,897+33.2% | $6,407+64.2% |
| Admin fee / account holder | $3,323 | $14,344-76.8% | $13,129-74.7% | $12,270-72.9% |