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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 | $518,559 | $167,415+209.7% | $140,514+269.0% | $198,609+161.1% |
| Participation rate | 84.2% | 80.9%+3.3pp | 77.8%+6.4pp | 82.4%+1.8pp |
| Annual return | 18.71% | 13.85%+4.9pp | 14.36%+4.4pp | 202.70%-184.0pp |
| Employer contribution / active EE | $3,266 | $4,088-20.1% | $3,378-3.3% | $5,055-35.4% |
| Participant deferral / active EE | $7,285 | $5,579+30.6% | $4,919+48.1% | $6,977+4.4% |
| Admin fee / account holder | $95,586 | $16,730+471.3% | $13,697+597.8% | $19,030+402.3% |