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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 | $1,319,064 | $172,111+666.4% | $150,298+777.6% | $137,256+861.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.55% | 69.37%-54.8pp | 62.79%-48.2pp | 220.34%-205.8pp |
| Employer contribution / active EE | $3,208 | $4,636-30.8% | $4,154-22.8% | $4,156-22.8% |
| Participant deferral / active EE | $17,049 | $6,166+176.5% | $5,453+212.7% | $6,407+166.1% |
| Admin fee / account holder | $2,976 | $16,471-81.9% | $14,116-78.9% | $12,270-75.7% |