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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 | $578,135 | $172,111+235.9% | $150,298+284.7% | $137,256+321.2% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | 15.60% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $16,059 | $4,636+246.4% | $4,154+286.6% | $4,156+286.4% |
| Participant deferral / active EE | $8,211 | $6,166+33.2% | $5,453+50.6% | $6,407+28.2% |
| Admin fee / account holder | $13,590 | $16,471-17.5% | $14,116-3.7% | $12,270+10.8% |