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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 | $162,136+256.9% | $152,301+279.9% | $154,746+273.9% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 12.75% | 91.02%-78.3pp | 80.50%-67.8pp | 172.34%-159.6pp |
| Employer contribution / active EE | $2,983 | $4,890-39.0% | $4,624-35.5% | $4,379-31.9% |
| Participant deferral / active EE | $16,029 | $8,341+92.2% | $8,004+100.3% | $6,730+138.2% |
| Admin fee / account holder | $5,534 | $15,759-64.9% | $14,398-61.6% | $14,365-61.5% |