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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 | $844,130 | $181,062+366.2% | $158,223+433.5% | $155,188+443.9% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 10.62% | 57.39%-46.8pp | 52.09%-41.5pp | 148.84%-138.2pp |
| Employer contribution / active EE | $3,300 | $4,565-27.7% | $4,109-19.7% | $4,248-22.3% |
| Participant deferral / active EE | $5,935 | $6,134-3.3% | $5,467+8.6% | $6,531-9.1% |
| Admin fee / account holder | $18,285 | $18,825-2.9% | $16,047+13.9% | $14,480+26.3% |