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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 | $509,115 | $162,136+214.0% | $152,301+234.3% | $154,746+229.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 15.56% | 91.02%-75.5pp | 80.50%-64.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $3,541 | $4,890-27.6% | $4,624-23.4% | $4,379-19.1% |
| Participant deferral / active EE | $12,796 | $8,341+53.4% | $8,004+59.9% | $6,730+90.1% |
| Admin fee / account holder | $679 | $15,759-95.7% | $14,398-95.3% | $14,365-95.3% |