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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 | $773,455 | $199,109+288.5% | $173,730+345.2% | $154,746+399.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 17.00% | 20.02%-3.0pp | 19.96%-3.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $3,933 | $5,311-25.9% | $4,577-14.1% | $4,379-10.2% |
| Participant deferral / active EE | $13,600 | $7,113+91.2% | $6,326+115.0% | $6,730+102.1% |
| Admin fee / account holder | $8,673 | $20,916-58.5% | $17,523-50.5% | $14,365-39.6% |