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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 | $578,608 | $154,228+275.2% | $145,433+297.9% | $137,256+321.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 12.75% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $2,983 | $4,804-37.9% | $4,554-34.5% | $4,156-28.2% |
| Participant deferral / active EE | $16,029 | $8,216+95.1% | $7,897+103.0% | $6,407+150.2% |
| Admin fee / account holder | $5,534 | $14,344-61.4% | $13,129-57.9% | $12,270-54.9% |