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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 | $185,312+627.9% | $161,489+735.2% | $154,746+771.6% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 15.68% | 103.84%-88.2pp | 89.72%-74.0pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,123 | $4,769-13.6% | $4,268-3.4% | $4,379-5.9% |
| Participant deferral / active EE | $15,760 | $6,350+148.2% | $5,630+179.9% | $6,730+134.2% |
| Admin fee / account holder | $30,802 | $18,654+65.1% | $16,006+92.4% | $14,365+114.4% |