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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 | $706,121 | $156,616+350.9% | $133,346+429.5% | $198,609+255.5% |
| Participation rate | 75.0% | 77.7%-2.7pp | 72.8%+2.2pp | 82.4%-7.4pp |
| Annual return | 15.80% | 44.25%-28.4pp | 36.85%-21.0pp | 202.70%-186.9pp |
| Employer contribution / active EE | $20,934 | $3,368+521.6% | $2,853+633.6% | $5,055+314.1% |
| Participant deferral / active EE | $17,945 | $4,920+264.8% | $4,332+314.2% | $6,977+157.2% |
| Admin fee / account holder | $7,969 | $17,468-54.4% | $14,264-44.1% | $19,030-58.1% |