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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 | $578,994 | $172,111+236.4% | $150,298+285.2% | $137,256+321.8% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 21.42% | 69.37%-48.0pp | 62.79%-41.4pp | 220.34%-198.9pp |
| Employer contribution / active EE | $10,631 | $4,636+129.3% | $4,154+155.9% | $4,156+155.8% |
| Participant deferral / active EE | $9,748 | $6,166+58.1% | $5,453+78.8% | $6,407+52.2% |
| Admin fee / account holder | $1,752 | $16,471-89.4% | $14,116-87.6% | $12,270-85.7% |