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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 | $181,062+357.6% | $158,223+423.6% | $155,188+433.8% |
| Participation rate | 70.0% | 82.7%-12.7pp | 79.2%-9.2pp | 80.8%-10.8pp |
| Annual return | 20.99% | 57.39%-36.4pp | 52.09%-31.1pp | 148.84%-127.8pp |
| Employer contribution / active EE | $2,688 | $4,565-41.1% | $4,109-34.6% | $4,248-36.7% |
| Participant deferral / active EE | $9,736 | $6,134+58.7% | $5,467+78.1% | $6,531+49.1% |
| Admin fee / account holder | $16,891 | $18,825-10.3% | $16,047+5.3% | $14,480+16.7% |