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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 | $620,977 | $162,136+283.0% | $152,301+307.7% | $154,746+301.3% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 13.06% | 91.02%-78.0pp | 80.50%-67.4pp | 172.34%-159.3pp |
| Employer contribution / active EE | $3,676 | $4,890-24.8% | $4,624-20.5% | $4,379-16.1% |
| Participant deferral / active EE | $10,361 | $8,341+24.2% | $8,004+29.4% | $6,730+53.9% |
| Admin fee / account holder | $15,864 | $15,759+0.7% | $14,398+10.2% | $14,365+10.4% |