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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 | $172,111+381.4% | $150,298+451.2% | $137,256+503.6% |
| Participation rate | 70.0% | 81.7%-11.7pp | 77.8%-7.8pp | 80.0%-10.0pp |
| Annual return | 20.99% | 69.37%-48.4pp | 62.79%-41.8pp | 220.34%-199.3pp |
| Employer contribution / active EE | $2,688 | $4,636-42.0% | $4,154-35.3% | $4,156-35.3% |
| Participant deferral / active EE | $9,736 | $6,166+57.9% | $5,453+78.6% | $6,407+52.0% |
| Admin fee / account holder | $16,891 | $16,471+2.6% | $14,116+19.7% | $12,270+37.7% |