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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 | $513,284 | $162,136+216.6% | $152,301+237.0% | $154,746+231.7% |
| Participation rate | 81.8% | 84.1%-2.3pp | 82.4%-0.6pp | 80.7%+1.1pp |
| Annual return | 14.86% | 91.02%-76.2pp | 80.50%-65.6pp | 172.34%-157.5pp |
| Employer contribution / active EE | $2,970 | $4,890-39.3% | $4,624-35.8% | $4,379-32.2% |
| Participant deferral / active EE | $4,918 | $8,341-41.0% | $8,004-38.5% | $6,730-26.9% |
| Admin fee / account holder | $3,000 | $15,759-81.0% | $14,398-79.2% | $14,365-79.1% |