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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 | $845,756 | $196,972+329.4% | $182,262+364.0% | $198,609+325.8% |
| Participation rate | 83.3% | 85.7%-2.4pp | 84.2%-0.9pp | 82.4%+1.0pp |
| Annual return | 101.13% | 158.27%-57.1pp | 140.60%-39.5pp | 202.70%-101.6pp |
| Employer contribution / active EE | $3,709 | $5,364-30.8% | $5,046-26.5% | $5,055-26.6% |
| Participant deferral / active EE | $10,447 | $8,643+20.9% | $8,276+26.2% | $6,977+49.7% |
| Admin fee / account holder | $5,698 | $18,429-69.1% | $16,712-65.9% | $19,030-70.1% |