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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 | $184,014+197.6% | $161,149+239.8% | $138,895+294.3% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.8%+1.2pp | 79.9%+0.1pp |
| Annual return | 12.18% | 21.52%-9.3pp | 21.16%-9.0pp | 145.39%-133.2pp |
| Employer contribution / active EE | $20,116 | $5,055+297.9% | $4,360+361.4% | $4,194+379.6% |
| Participant deferral / active EE | $0 | $6,909-100.0% | $6,153-100.0% | $6,396-100.0% |
| Admin fee / account holder | $29,300 | $18,027+62.5% | $15,194+92.8% | $12,562+133.2% |