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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 | $557,841 | $154,228+261.7% | $145,433+283.6% | $137,256+306.4% |
| Participation rate | 92.9% | 83.8%+9.1pp | 82.1%+10.7pp | 80.0%+12.9pp |
| Annual return | 18.66% | 74.59%-55.9pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $4,080 | $4,804-15.1% | $4,554-10.4% | $4,156-1.8% |
| Participant deferral / active EE | $17,395 | $8,216+111.7% | $7,897+120.3% | $6,407+171.5% |
| Admin fee / account holder | $2,404 | $14,344-83.2% | $13,129-81.7% | $12,270-80.4% |