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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 | $156,398+291.5% | $147,318+315.6% | $138,895+340.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 79.9%+0.1pp |
| Annual return | 16.37% | 78.75%-62.4pp | 70.43%-54.1pp | 145.39%-129.0pp |
| Employer contribution / active EE | $4,730 | $4,853-2.5% | $4,593+3.0% | $4,194+12.8% |
| Participant deferral / active EE | $10,520 | $8,237+27.7% | $7,906+33.1% | $6,396+64.5% |
| Admin fee / account holder | $3,323 | $14,976-77.8% | $13,708-75.8% | $12,562-73.5% |