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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 | $123,155+473.4% | $108,753+549.3% | $155,188+355.0% |
| Participation rate | 75.0% | 75.6%-0.6pp | 71.1%+3.9pp | 80.8%-5.8pp |
| Annual return | 15.80% | 44.73%-28.9pp | 37.47%-21.7pp | 148.84%-133.0pp |
| Employer contribution / active EE | $20,934 | $2,811+644.6% | $2,427+762.7% | $4,248+392.8% |
| Participant deferral / active EE | $17,945 | $4,623+288.1% | $4,115+336.1% | $6,531+174.8% |
| Admin fee / account holder | $7,969 | $12,126-34.3% | $10,320-22.8% | $14,480-45.0% |