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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 | $612,139 | $162,136+277.5% | $152,301+301.9% | $154,746+295.6% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 14.94% | 91.02%-76.1pp | 80.50%-65.6pp | 172.34%-157.4pp |
| Employer contribution / active EE | $4,720 | $4,890-3.5% | $4,624+2.1% | $4,379+7.8% |
| Participant deferral / active EE | $15,400 | $8,341+84.6% | $8,004+92.4% | $6,730+128.8% |
| Admin fee / account holder | $5,857 | $15,759-62.8% | $14,398-59.3% | $14,365-59.2% |