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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 | $154,228+296.9% | $145,433+320.9% | $137,256+346.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.94% | 74.59%-59.6pp | 66.58%-51.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $4,720 | $4,804-1.7% | $4,554+3.6% | $4,156+13.6% |
| Participant deferral / active EE | $15,400 | $8,216+87.4% | $7,897+95.0% | $6,407+140.4% |
| Admin fee / account holder | $5,857 | $14,344-59.2% | $13,129-55.4% | $12,270-52.3% |