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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 | $570,780 | $181,062+215.2% | $158,223+260.7% | $155,188+267.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 21.57% | 57.39%-35.8pp | 52.09%-30.5pp | 148.84%-127.3pp |
| Employer contribution / active EE | $2,864 | $4,565-37.3% | $4,109-30.3% | $4,248-32.6% |
| Participant deferral / active EE | $5,953 | $6,134-3.0% | $5,467+8.9% | $6,531-8.9% |
| Admin fee / account holder | $1,027 | $18,825-94.5% | $16,047-93.6% | $14,480-92.9% |