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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 | $828,456 | $174,379+375.1% | $152,093+444.7% | $138,895+496.5% |
| Participation rate | 70.0% | 81.6%-11.6pp | 77.8%-7.8pp | 79.9%-9.9pp |
| Annual return | 20.99% | 74.86%-53.9pp | 66.36%-45.4pp | 145.39%-124.4pp |
| Employer contribution / active EE | $2,688 | $4,652-42.2% | $4,175-35.6% | $4,194-35.9% |
| Participant deferral / active EE | $9,736 | $6,159+58.1% | $5,451+78.6% | $6,396+52.2% |
| Admin fee / account holder | $16,891 | $16,880+0.1% | $14,497+16.5% | $12,562+34.5% |