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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 | $607,001 | $199,109+204.9% | $173,730+249.4% | $154,746+292.3% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.6%+7.9pp | 80.7%+6.8pp |
| Annual return | 9.98% | 20.02%-10.0pp | 19.96%-10.0pp | 172.34%-162.4pp |
| Employer contribution / active EE | $1,560 | $5,311-70.6% | $4,577-65.9% | $4,379-64.4% |
| Participant deferral / active EE | $6,055 | $7,113-14.9% | $6,326-4.3% | $6,730-10.0% |
| Admin fee / account holder | $7,647 | $20,916-63.4% | $17,523-56.4% | $14,365-46.8% |