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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 | $698,887 | $156,398+346.9% | $147,318+374.4% | $138,895+403.2% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 14.14% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $2,912 | $4,853-40.0% | $4,593-36.6% | $4,194-30.6% |
| Participant deferral / active EE | $8,265 | $8,237+0.3% | $7,906+4.5% | $6,396+29.2% |
| Admin fee / account holder | $8,482 | $14,976-43.4% | $13,708-38.1% | $12,562-32.5% |