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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 | $1,129,916 | $172,111+556.5% | $150,298+651.8% | $137,256+723.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 44.67% | 69.37%-24.7pp | 62.79%-18.1pp | 220.34%-175.7pp |
| Employer contribution / active EE | $13,396 | $4,636+188.9% | $4,154+222.5% | $4,156+222.3% |
| Participant deferral / active EE | $8,616 | $6,166+39.7% | $5,453+58.0% | $6,407+34.5% |
| Admin fee / account holder | $11,758 | $16,471-28.6% | $14,116-16.7% | $12,270-4.2% |