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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 | $551,676 | $110,337+400.0% | $102,383+438.8% | $145,877+278.2% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 17.71% | 24.83%-7.1pp | 24.94%-7.2pp | 551.28%-533.6pp |
| Employer contribution / active EE | $2,019 | $4,216-52.1% | $3,870-47.8% | $4,663-56.7% |
| Participant deferral / active EE | $16,475 | $5,621+193.1% | $5,060+225.6% | $6,691+146.2% |
| Admin fee / account holder | $1,825 | $9,750-81.3% | $8,391-78.2% | $13,402-86.4% |