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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 | $645,962 | $129,737+397.9% | $119,126+442.2% | $154,746+317.4% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 21.15% | 379.08%-357.9pp | 282.11%-261.0pp | 172.34%-151.2pp |
| Employer contribution / active EE | $3,157 | $4,375-27.8% | $4,034-21.7% | $4,379-27.9% |
| Participant deferral / active EE | $11,522 | $5,842+97.2% | $5,318+116.7% | $6,730+71.2% |
| Admin fee / account holder | $510 | $11,961-95.7% | $10,693-95.2% | $14,365-96.4% |