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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 | $547,647 | $213,785+156.2% | $185,441+195.3% | $155,188+252.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 12.18% | 19.97%-7.8pp | 20.16%-8.0pp | 148.84%-136.7pp |
| Employer contribution / active EE | $20,116 | $5,393+273.0% | $4,672+330.5% | $4,248+373.6% |
| Participant deferral / active EE | $0 | $6,864-100.0% | $6,152-100.0% | $6,531-100.0% |
| Admin fee / account holder | $29,300 | $21,134+38.6% | $17,890+63.8% | $14,480+102.4% |