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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 | $513,560 | $156,398+228.4% | $147,318+248.6% | $138,895+269.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.35% | 78.75%-60.4pp | 70.43%-52.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,304 | $4,853-52.5% | $4,593-49.8% | $4,194-45.1% |
| Participant deferral / active EE | $12,076 | $8,237+46.6% | $7,906+52.7% | $6,396+88.8% |
| Admin fee / account holder | $1,111 | $14,976-92.6% | $13,708-91.9% | $12,562-91.2% |