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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 | $554,100 | $172,111+221.9% | $150,298+268.7% | $137,256+303.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 19.96% | 69.37%-49.4pp | 62.79%-42.8pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,206 | $4,636-52.4% | $4,154-46.9% | $4,156-46.9% |
| Participant deferral / active EE | $6,757 | $6,166+9.6% | $5,453+23.9% | $6,407+5.5% |
| Admin fee / account holder | $1,000 | $16,471-93.9% | $14,116-92.9% | $12,270-91.9% |