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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 | $679,785 | $227,399+198.9% | $189,758+258.2% | $198,609+242.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 79.8%+5.9pp | 82.4%+3.3pp |
| Annual return | 15.00% | 61.03%-46.0pp | 52.62%-37.6pp | 202.70%-187.7pp |
| Employer contribution / active EE | $2,801 | $5,526-49.3% | $4,767-41.2% | $5,055-44.6% |
| Participant deferral / active EE | $12,036 | $6,837+76.1% | $5,856+105.5% | $6,977+72.5% |
| Admin fee / account holder | $23,535 | $25,162-6.5% | $20,388+15.4% | $19,030+23.7% |