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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 | $796,703 | $172,111+362.9% | $150,298+430.1% | $137,256+480.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 18.92% | 69.37%-50.4pp | 62.79%-43.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,057 | $4,636-55.6% | $4,154-50.5% | $4,156-50.5% |
| Participant deferral / active EE | $17,717 | $6,166+187.3% | $5,453+224.9% | $6,407+176.5% |
| Admin fee / account holder | $3,393 | $16,471-79.4% | $14,116-76.0% | $12,270-72.3% |