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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 | $213,785+207.6% | $185,441+254.6% | $155,188+323.7% |
| Participation rate | 70.0% | 83.2%-13.2pp | 80.3%-10.3pp | 80.8%-10.8pp |
| Annual return | 16.38% | 19.97%-3.6pp | 20.16%-3.8pp | 148.84%-132.5pp |
| Employer contribution / active EE | $7,845 | $5,393+45.5% | $4,672+67.9% | $4,248+84.7% |
| Participant deferral / active EE | $13,038 | $6,864+89.9% | $6,152+111.9% | $6,531+99.6% |
| Admin fee / account holder | $4,165 | $21,134-80.3% | $17,890-76.7% | $14,480-71.2% |