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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 | $686,400 | $227,291+202.0% | $214,702+219.7% | $155,188+342.3% |
| Participation rate | 75.0% | 88.0%-13.0pp | 87.5%-12.5pp | 80.8%-5.8pp |
| Annual return | 15.15% | 60.08%-44.9pp | 54.55%-39.4pp | 148.84%-133.7pp |
| Employer contribution / active EE | $4,896 | $6,772-27.7% | $6,461-24.2% | $4,248+15.3% |
| Participant deferral / active EE | $10,500 | $9,582+9.6% | $9,147+14.8% | $6,531+60.8% |
| Admin fee / account holder | $1,363 | $20,413-93.3% | $19,830-93.1% | $14,480-90.6% |