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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 | $181,062+340.0% | $158,223+403.5% | $155,188+413.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.92% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $2,057 | $4,565-54.9% | $4,109-49.9% | $4,248-51.6% |
| Participant deferral / active EE | $17,717 | $6,134+188.8% | $5,467+224.1% | $6,531+171.3% |
| Admin fee / account holder | $3,393 | $18,825-82.0% | $16,047-78.9% | $14,480-76.6% |