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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 | $715,316 | $275,752+159.4% | $256,809+178.5% | $198,609+260.2% |
| Participation rate | 85.7% | 89.2%-3.5pp | 88.5%-2.8pp | 82.4%+3.3pp |
| Annual return | 19.27% | 34.81%-15.5pp | 32.73%-13.5pp | 202.70%-183.4pp |
| Employer contribution / active EE | $3,460 | $7,721-55.2% | $7,263-52.4% | $5,055-31.6% |
| Participant deferral / active EE | $6,129 | $10,037-38.9% | $9,520-35.6% | $6,977-12.2% |
| Admin fee / account holder | $18,139 | $25,716-29.5% | $25,146-27.9% | $19,030-4.7% |