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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 | $656,363 | $165,381+296.9% | $149,730+338.4% | $158,966+312.9% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 17.27% | 348.29%-331.0pp | 276.70%-259.4pp | 302.95%-285.7pp |
| Employer contribution / active EE | $2,236 | $5,104-56.2% | $4,645-51.9% | $4,762-53.0% |
| Participant deferral / active EE | $13,294 | $7,182+85.1% | $6,843+94.3% | $5,983+122.2% |
| Admin fee / account holder | $3,057 | $10,809-71.7% | $9,310-67.2% | $11,250-72.8% |