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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 | $1,348,833 | $227,399+493.2% | $189,758+610.8% | $198,609+579.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 15.68% | 61.03%-45.4pp | 52.62%-36.9pp | 202.70%-187.0pp |
| Employer contribution / active EE | $4,123 | $5,526-25.4% | $4,767-13.5% | $5,055-18.5% |
| Participant deferral / active EE | $15,760 | $6,837+130.5% | $5,856+169.1% | $6,977+125.9% |
| Admin fee / account holder | $30,802 | $25,162+22.4% | $20,388+51.1% | $19,030+61.9% |