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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 | $646,810 | $172,111+275.8% | $150,298+330.4% | $137,256+371.2% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 14.10% | 69.37%-55.3pp | 62.79%-48.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $1,491 | $4,636-67.8% | $4,154-64.1% | $4,156-64.1% |
| Participant deferral / active EE | $7,049 | $6,166+14.3% | $5,453+29.3% | $6,407+10.0% |
| Admin fee / account holder | $4,264 | $16,471-74.1% | $14,116-69.8% | $12,270-65.3% |