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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 | $690,199 | $201,372+242.7% | $184,260+274.6% | $145,884+373.1% |
| Participation rate | 85.7% | 87.5%-1.8pp | 86.8%-1.1pp | 80.3%+5.4pp |
| Annual return | 14.82% | 29.04%-14.2pp | 28.84%-14.0pp | 551.85%-537.0pp |
| Employer contribution / active EE | $10,002 | $7,024+42.4% | $6,427+55.6% | $4,662+114.5% |
| Participant deferral / active EE | $14,854 | $9,808+51.5% | $9,133+62.6% | $6,690+122.0% |
| Admin fee / account holder | $1,637 | $16,362-90.0% | $13,898-88.2% | $13,392-87.8% |