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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 | $591,577 | $112,729+424.8% | $98,716+499.3% | $137,256+331.0% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 14.76% | 38.48%-23.7pp | 31.81%-17.0pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,452 | $2,725-46.7% | $2,279-36.3% | $4,156-65.1% |
| Participant deferral / active EE | $13,574 | $4,640+192.5% | $4,048+235.4% | $6,407+111.9% |
| Admin fee / account holder | $3,415 | $10,129-66.3% | $8,703-60.8% | $12,270-72.2% |