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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 | $628,641 | $155,555+304.1% | $146,866+328.0% | $155,188+305.1% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 14.53% | 115.41%-100.9pp | 102.85%-88.3pp | 148.84%-134.3pp |
| Employer contribution / active EE | $4,074 | $4,647-12.3% | $4,425-7.9% | $4,248-4.1% |
| Participant deferral / active EE | $10,191 | $8,044+26.7% | $7,759+31.3% | $6,531+56.0% |
| Admin fee / account holder | $51,376 | $14,755+248.2% | $13,620+277.2% | $14,480+254.8% |