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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 | $115,225+452.4% | $100,712+532.0% | $138,895+358.3% |
| Participation rate | 83.3% | 74.3%+9.0pp | 69.3%+14.1pp | 79.9%+3.4pp |
| Annual return | 15.16% | 40.35%-25.2pp | 33.27%-18.1pp | 145.39%-130.2pp |
| Employer contribution / active EE | $2,834 | $2,771+2.3% | $2,313+22.6% | $4,194-32.4% |
| Participant deferral / active EE | $7,038 | $4,699+49.8% | $4,085+72.3% | $6,396+10.0% |
| Admin fee / account holder | $3,170 | $10,844-70.8% | $9,256-65.8% | $12,562-74.8% |