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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 | $794,596 | $162,136+390.1% | $152,301+421.7% | $154,746+413.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 15.94% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,497 | $4,890-28.5% | $4,624-24.4% | $4,379-20.2% |
| Participant deferral / active EE | $19,556 | $8,341+134.5% | $8,004+144.3% | $6,730+190.6% |
| Admin fee / account holder | $19,756 | $15,759+25.4% | $14,398+37.2% | $14,365+37.5% |