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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 | $524,704 | $160,028+227.9% | $147,080+256.7% | $145,884+259.7% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 23.32% | 98.60%-75.3pp | 420.17%-396.8pp | 551.85%-528.5pp |
| Employer contribution / active EE | $3,812 | $5,286-27.9% | $4,933-22.7% | $4,662-18.2% |
| Participant deferral / active EE | $9,058 | $8,422+7.6% | $8,066+12.3% | $6,690+35.4% |
| Admin fee / account holder | $2,414 | $15,030-83.9% | $12,989-81.4% | $13,392-82.0% |