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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 | $562,659 | $155,555+261.7% | $146,866+283.1% | $155,188+262.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 14.24% | 115.41%-101.2pp | 102.85%-88.6pp | 148.84%-134.6pp |
| Employer contribution / active EE | $2,567 | $4,647-44.8% | $4,425-42.0% | $4,248-39.6% |
| Participant deferral / active EE | $3,974 | $8,044-50.6% | $7,759-48.8% | $6,531-39.2% |
| Admin fee / account holder | $6,674 | $14,755-54.8% | $13,620-51.0% | $14,480-53.9% |