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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 | $765,007 | $154,228+396.0% | $145,433+426.0% | $137,256+457.4% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 45.83% | 74.59%-28.8pp | 66.58%-20.7pp | 220.34%-174.5pp |
| Employer contribution / active EE | $2,938 | $4,804-38.8% | $4,554-35.5% | $4,156-29.3% |
| Participant deferral / active EE | $8,231 | $8,216+0.2% | $7,897+4.2% | $6,407+28.5% |
| Admin fee / account holder | $18,577 | $14,344+29.5% | $13,129+41.5% | $12,270+51.4% |