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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 | $613,774 | $275,752+122.6% | $256,809+139.0% | $198,609+209.0% |
| Participation rate | 100.0% | 89.2%+10.8pp | 88.5%+11.5pp | 82.4%+17.6pp |
| Annual return | 13.41% | 34.81%-21.4pp | 32.73%-19.3pp | 202.70%-189.3pp |
| Employer contribution / active EE | $4,193 | $7,721-45.7% | $7,263-42.3% | $5,055-17.1% |
| Participant deferral / active EE | $17,254 | $10,037+71.9% | $9,520+81.2% | $6,977+147.3% |
| Admin fee / account holder | $8,695 | $25,716-66.2% | $25,146-65.4% | $19,030-54.3% |