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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 | $660,849 | $115,911+470.1% | $100,530+557.4% | $158,950+315.8% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 11.29% | 34.80%-23.5pp | 30.89%-19.6pp | 302.91%-291.6pp |
| Employer contribution / active EE | $5,685 | $4,104+38.5% | $3,418+66.3% | $4,762+19.4% |
| Participant deferral / active EE | $12,471 | $6,676+86.8% | $6,271+98.9% | $5,983+108.5% |
| Admin fee / account holder | $684 | $10,999-93.8% | $8,083-91.5% | $11,248-93.9% |