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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 | $615,573 | $227,566+170.5% | $189,558+224.7% | $167,518+267.5% |
| Participation rate | 85.7% | 82.5%+3.2pp | 78.5%+7.3pp | 82.1%+3.6pp |
| Annual return | 17.29% | 78.43%-61.1pp | 64.19%-46.9pp | 478.71%-461.4pp |
| Employer contribution / active EE | $1,090 | $5,316-79.5% | $4,412-75.3% | $4,838-77.5% |
| Participant deferral / active EE | $5,319 | $7,002-24.0% | $6,174-13.8% | $6,342-16.1% |
| Admin fee / account holder | $1,133 | $11,881-90.5% | $9,809-88.5% | $12,312-90.8% |