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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 | $504,507 | $65,712+667.8% | $57,196+782.1% | $273,972+84.1% |
| Participation rate | 87.5% | 78.3%+9.2pp | 75.3%+12.2pp | 83.0%+4.5pp |
| Annual return | 16.29% | 22.01%-5.7pp | 14.59%+1.7pp | 41.46%-25.2pp |
| Employer contribution / active EE | $13,867 | $3,280+322.8% | $2,683+416.9% | $4,869+184.8% |
| Participant deferral / active EE | $8,046 | $3,782+112.8% | $3,096+159.9% | $5,287+52.2% |
| Admin fee / account holder | $13,637 | $4,838+181.9% | $3,141+334.2% | $10,133+34.6% |