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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 | $543,759 | $178,174+205.2% | $156,181+248.2% | $137,256+296.2% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 15.74% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $1,940 | $4,972-61.0% | $4,294-54.8% | $4,156-53.3% |
| Participant deferral / active EE | $6,701 | $6,888-2.7% | $6,132+9.3% | $6,407+4.6% |
| Admin fee / account holder | $5,776 | $17,404-66.8% | $14,586-60.4% | $12,270-52.9% |