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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 | $542,836 | $181,062+199.8% | $158,223+243.1% | $155,188+249.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 9.46% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,127 | $4,565-53.4% | $4,109-48.2% | $4,248-49.9% |
| Participant deferral / active EE | $5,757 | $6,134-6.2% | $5,467+5.3% | $6,531-11.9% |
| Admin fee / account holder | $127,822 | $18,825+579.0% | $16,047+696.5% | $14,480+782.8% |