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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 | $616,629 | $156,398+294.3% | $147,318+318.6% | $138,895+344.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 12.97% | 78.75%-65.8pp | 70.43%-57.5pp | 145.39%-132.4pp |
| Employer contribution / active EE | $21,352 | $4,853+340.0% | $4,593+364.9% | $4,194+409.1% |
| Participant deferral / active EE | $12,750 | $8,237+54.8% | $7,906+61.3% | $6,396+99.3% |
| Admin fee / account holder | $3,047 | $14,976-79.7% | $13,708-77.8% | $12,562-75.7% |