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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 | $501,068 | $111,814+348.1% | $103,378+384.7% | $145,978+243.2% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 27.53% | 24.80%+2.7pp | 24.91%+2.6pp | 550.52%-523.0pp |
| Employer contribution / active EE | $7,519 | $4,215+78.4% | $3,870+94.3% | $4,662+61.3% |
| Participant deferral / active EE | $5,940 | $5,618+5.7% | $5,058+17.4% | $6,690-11.2% |
| Admin fee / account holder | $90,482 | $9,764+826.7% | $8,401+977.1% | $13,400+575.2% |