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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 | $507,107 | $135,956+273.0% | $123,894+309.3% | $273,972+85.1% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 9.17% | 56.63%-47.5pp | 47.52%-38.3pp | 41.46%-32.3pp |
| Employer contribution / active EE | $14,803 | $5,170+186.3% | $4,617+220.6% | $4,869+204.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $10,915 | $9,817+11.2% | $8,357+30.6% | $10,133+7.7% |