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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 | $596,702 | $138,312+331.4% | $122,979+385.2% | $155,188+284.5% |
| Participation rate | 73.3% | 80.2%-6.9pp | 77.2%-3.9pp | 80.8%-7.5pp |
| Annual return | 14.62% | 22.06%-7.4pp | 20.12%-5.5pp | 148.84%-134.2pp |
| Employer contribution / active EE | $3,325 | $3,530-5.8% | $3,062+8.6% | $4,248-21.7% |
| Participant deferral / active EE | $6,112 | $5,592+9.3% | $5,003+22.2% | $6,531-6.4% |
| Admin fee / account holder | $17,953 | $15,089+19.0% | $12,864+39.6% | $14,480+24.0% |