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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 | $715,026 | $211,224+238.5% | $178,505+300.6% | $145,897+390.1% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.26% | 30.28%-19.0pp | 27.16%-15.9pp | 552.29%-541.0pp |
| Employer contribution / active EE | $2,025 | $4,577-55.8% | $3,955-48.8% | $4,663-56.6% |
| Participant deferral / active EE | $4,388 | $6,966-37.0% | $6,280-30.1% | $6,689-34.4% |
| Admin fee / account holder | $14,984 | $12,109+23.7% | $10,428+43.7% | $13,390+11.9% |