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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 | $117,904+541.1% | $102,457+637.8% | $145,978+417.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 17.89% | 31.80%-13.9pp | 29.41%-11.5pp | 550.52%-532.6pp |
| Employer contribution / active EE | $4,691 | $3,613+29.8% | $3,022+55.2% | $4,662+0.6% |
| Participant deferral / active EE | $13,496 | $5,733+135.4% | $5,054+167.0% | $6,690+101.7% |
| Admin fee / account holder | $799 | $13,329-94.0% | $9,451-91.5% | $13,400-94.0% |