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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 | $124,980+465.0% | $108,359+551.6% | $154,746+356.3% |
| Participation rate | 75.0% | 75.2%-0.2pp | 70.1%+4.9pp | 80.7%-5.7pp |
| Annual return | 15.80% | 45.00%-29.2pp | 36.89%-21.1pp | 172.34%-156.5pp |
| Employer contribution / active EE | $20,934 | $2,851+634.4% | $2,399+772.4% | $4,379+378.0% |
| Participant deferral / active EE | $17,945 | $4,743+278.3% | $4,137+333.8% | $6,730+166.6% |
| Admin fee / account holder | $7,969 | $11,502-30.7% | $9,741-18.2% | $14,365-44.5% |