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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 | $112,729+526.4% | $98,716+615.3% | $137,256+414.5% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 15.80% | 38.48%-22.7pp | 31.81%-16.0pp | 220.34%-204.5pp |
| Employer contribution / active EE | $20,934 | $2,725+668.1% | $2,279+818.7% | $4,156+403.7% |
| Participant deferral / active EE | $17,945 | $4,640+286.7% | $4,048+343.3% | $6,407+180.1% |
| Admin fee / account holder | $7,969 | $10,129-21.3% | $8,703-8.4% | $12,270-35.1% |