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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 | $529,119 | $103,393+411.8% | $87,103+507.5% | $152,909+246.0% |
| Participation rate | 75.0% | 79.4%-4.4pp | 76.9%-1.9pp | 82.5%-7.5pp |
| Annual return | 18.12% | 28.10%-10.0pp | 28.19%-10.1pp | 345.46%-327.3pp |
| Employer contribution / active EE | $3,125 | $3,221-3.0% | $2,521+23.9% | $4,764-34.4% |
| Participant deferral / active EE | $7,736 | $4,778+61.9% | $4,049+91.1% | $5,851+32.2% |
| Admin fee / account holder | $9,302 | $12,195-23.7% | $7,491+24.2% | $11,601-19.8% |