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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 | $607,911 | $155,555+290.8% | $146,866+313.9% | $155,188+291.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 16.32% | 115.41%-99.1pp | 102.85%-86.5pp | 148.84%-132.5pp |
| Employer contribution / active EE | $2,674 | $4,647-42.5% | $4,425-39.6% | $4,248-37.1% |
| Participant deferral / active EE | $2,793 | $8,044-65.3% | $7,759-64.0% | $6,531-57.2% |
| Admin fee / account holder | $46,093 | $14,755+212.4% | $13,620+238.4% | $14,480+218.3% |