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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 | $681,846 | $162,136+320.5% | $152,301+347.7% | $154,746+340.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 18.03% | 91.02%-73.0pp | 80.50%-62.5pp | 172.34%-154.3pp |
| Employer contribution / active EE | $3,814 | $4,890-22.0% | $4,624-17.5% | $4,379-12.9% |
| Participant deferral / active EE | $22,234 | $8,341+166.6% | $8,004+177.8% | $6,730+230.3% |
| Admin fee / account holder | $13,874 | $15,759-12.0% | $14,398-3.6% | $14,365-3.4% |