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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 | $761,749 | $167,362+355.1% | $143,799+429.7% | $134,532+466.2% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | 3.59% | 0.47%+3.1pp | -0.04%+3.6pp | 418.27%-414.7pp |
| Employer contribution / active EE | $4,404 | $5,620-21.6% | $4,952-11.1% | $4,741-7.1% |
| Participant deferral / active EE | $8,940 | $6,447+38.7% | $5,638+58.6% | $6,401+39.7% |
| Admin fee / account holder | $5,994 | $18,094-66.9% | $14,677-59.2% | $11,429-47.5% |