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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 | $755,921 | $117,895+541.2% | $102,460+637.8% | $145,897+418.1% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.89% | 31.92%-14.0pp | 29.47%-11.6pp | 552.29%-534.4pp |
| Employer contribution / active EE | $4,691 | $3,619+29.6% | $3,025+55.1% | $4,663+0.6% |
| Participant deferral / active EE | $13,496 | $5,736+135.3% | $5,056+166.9% | $6,689+101.7% |
| Admin fee / account holder | $799 | $13,353-94.0% | $9,460-91.6% | $13,390-94.0% |