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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 | $549,755 | $100,792+445.4% | $86,691+534.2% | $134,509+308.7% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | 13.56% | 29.08%-15.5pp | 35.94%-22.4pp | 418.13%-404.6pp |
| Employer contribution / active EE | $3,514 | $3,491+0.7% | $2,837+23.9% | $4,741-25.9% |
| Participant deferral / active EE | $9,040 | $5,339+69.3% | $4,656+94.1% | $6,400+41.2% |
| Admin fee / account holder | $13,654 | $10,924+25.0% | $7,492+82.3% | $11,427+19.5% |