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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 | $772,970 | $181,896+325.0% | $156,551+393.8% | $273,972+182.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 9.16% | 30.74%-21.6pp | 32.23%-23.1pp | 41.46%-32.3pp |
| Employer contribution / active EE | $14,155 | $6,248+126.6% | $5,501+157.3% | $4,869+190.7% |
| Participant deferral / active EE | $8,882 | $5,550+60.0% | $4,871+82.3% | $5,287+68.0% |
| Admin fee / account holder | $17,985 | $15,560+15.6% | $13,028+38.0% | $10,133+77.5% |