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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 | $681,312 | $275,752+147.1% | $256,809+165.3% | $198,609+243.0% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 12.23% | 34.81%-22.6pp | 32.73%-20.5pp | 202.70%-190.5pp |
| Employer contribution / active EE | $6,083 | $7,721-21.2% | $7,263-16.2% | $5,055+20.3% |
| Participant deferral / active EE | $11,240 | $10,037+12.0% | $9,520+18.1% | $6,977+61.1% |
| Admin fee / account holder | $29,249 | $25,716+13.7% | $25,146+16.3% | $19,030+53.7% |