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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 | $663,400 | $154,228+330.1% | $145,433+356.2% | $137,256+383.3% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 14.77% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,623 | $4,804-66.2% | $4,554-64.4% | $4,156-60.9% |
| Participant deferral / active EE | $11,238 | $8,216+36.8% | $7,897+42.3% | $6,407+75.4% |
| Admin fee / account holder | $2,635 | $14,344-81.6% | $13,129-79.9% | $12,270-78.5% |