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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 | $835,864 | $227,291+267.8% | $214,702+289.3% | $155,188+438.6% |
| Participation rate | 71.4% | 88.0%-16.5pp | 87.5%-16.0pp | 80.8%-9.4pp |
| Annual return | 20.71% | 60.08%-39.4pp | 54.55%-33.8pp | 148.84%-128.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $16,467 | $9,582+71.9% | $9,147+80.0% | $6,531+152.1% |
| Admin fee / account holder | $3,514 | $20,413-82.8% | $19,830-82.3% | $14,480-75.7% |