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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 | $499,533 | $102,609+386.8% | $98,090+409.3% | $138,895+259.6% |
| Participation rate | 90.0% | 82.8%+7.2pp | 81.5%+8.5pp | 79.9%+10.1pp |
| Annual return | 13.22% | 36.44%-23.2pp | 37.05%-23.8pp | 145.39%-132.2pp |
| Employer contribution / active EE | $7,293 | $3,867+88.6% | $3,606+102.2% | $4,194+73.9% |
| Participant deferral / active EE | $21,084 | $8,167+158.2% | $7,845+168.8% | $6,396+229.6% |
| Admin fee / account holder | $92,082 | $11,434+705.3% | $11,815+679.4% | $12,562+633.0% |