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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 | $657,511 | $184,014+257.3% | $161,149+308.0% | $138,895+373.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.8%-8.8pp | 79.9%-9.9pp |
| Annual return | 16.38% | 21.52%-5.1pp | 21.16%-4.8pp | 145.39%-129.0pp |
| Employer contribution / active EE | $7,845 | $5,055+55.2% | $4,360+79.9% | $4,194+87.0% |
| Participant deferral / active EE | $13,038 | $6,909+88.7% | $6,153+111.9% | $6,396+103.8% |
| Admin fee / account holder | $4,165 | $18,027-76.9% | $15,194-72.6% | $12,562-66.8% |