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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 | $126,661+371.1% | $113,397+426.2% | $138,895+329.6% |
| Participation rate | 73.3% | 79.4%-6.1pp | 76.5%-3.2pp | 79.9%-6.6pp |
| Annual return | 14.62% | 25.05%-10.4pp | 23.20%-8.6pp | 145.39%-130.8pp |
| Employer contribution / active EE | $3,325 | $3,456-3.8% | $2,977+11.7% | $4,194-20.7% |
| Participant deferral / active EE | $6,112 | $5,693+7.4% | $5,076+20.4% | $6,396-4.4% |
| Admin fee / account holder | $17,953 | $14,549+23.4% | $11,957+50.1% | $12,562+42.9% |