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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 | $762,346 | $88,710+759.4% | $81,783+832.2% | $145,959+422.3% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 17.38% | 1027.26%-1009.9pp | 775.05%-757.7pp | 561.95%-544.6pp |
| Employer contribution / active EE | $2,548 | $3,083-17.4% | $2,913-12.5% | $4,661-45.3% |
| Participant deferral / active EE | $3,292 | $4,645-29.1% | $4,320-23.8% | $6,689-50.8% |
| Admin fee / account holder | $5,215 | $8,407-38.0% | $7,380-29.3% | $13,398-61.1% |