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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 | $877,790 | $114,013+669.9% | $103,693+746.5% | $155,188+465.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 80.8%-0.8pp |
| Annual return | 15.60% | 49.31%-33.7pp | 47.61%-32.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $2,628 | $3,131-16.1% | $2,920-10.0% | $4,248-38.1% |
| Participant deferral / active EE | $3,453 | $4,970-30.5% | $4,579-24.6% | $6,531-47.1% |
| Admin fee / account holder | $13,321 | $8,407+58.5% | $7,858+69.5% | $14,480-8.0% |