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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 | $613,140 | $107,666+469.5% | $102,184+500.0% | $154,746+296.2% |
| Participation rate | 80.0% | 83.7%-3.7pp | 82.6%-2.6pp | 80.7%-0.7pp |
| Annual return | 19.09% | 29.33%-10.2pp | 31.58%-12.5pp | 172.34%-153.2pp |
| Employer contribution / active EE | $0 | $3,846-100.0% | $3,594-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $8,374 | $8,719-4.0% | $8,309+0.8% | $6,730+24.4% |
| Admin fee / account holder | $1,783 | $12,943-86.2% | $11,609-84.6% | $14,365-87.6% |