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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 | $591,718 | $162,136+265.0% | $152,301+288.5% | $154,746+282.4% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 19.93% | 91.02%-71.1pp | 80.50%-60.6pp | 172.34%-152.4pp |
| Employer contribution / active EE | $3,116 | $4,890-36.3% | $4,624-32.6% | $4,379-28.8% |
| Participant deferral / active EE | $25,263 | $8,341+202.9% | $8,004+215.6% | $6,730+275.4% |
| Admin fee / account holder | $126,604 | $15,759+703.4% | $14,398+779.3% | $14,365+781.3% |