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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 | $636,538 | $112,729+464.7% | $98,716+544.8% | $137,256+363.8% |
| Participation rate | 83.3% | 74.2%+9.1pp | 69.3%+14.0pp | 80.0%+3.4pp |
| Annual return | 15.16% | 38.48%-23.3pp | 31.81%-16.7pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,834 | $2,725+4.0% | $2,279+24.4% | $4,156-31.8% |
| Participant deferral / active EE | $7,038 | $4,640+51.7% | $4,048+73.9% | $6,407+9.9% |
| Admin fee / account holder | $3,170 | $10,129-68.7% | $8,703-63.6% | $12,270-74.2% |