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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 | $559,139 | $407,956+37.1% | $299,830+86.5% | $198,609+181.5% |
| Participation rate | 95.5% | 83.3%+12.1pp | 78.5%+16.9pp | 82.4%+13.1pp |
| Annual return | 8.14% | 6.66%+1.5pp | 10.58%-2.4pp | 202.70%-194.6pp |
| Employer contribution / active EE | $7,110 | $7,661-7.2% | $5,842+21.7% | $5,055+40.6% |
| Participant deferral / active EE | $0 | $8,628-100.0% | $7,038-100.0% | $6,977-100.0% |
| Admin fee / account holder | $32,669 | $73,031-55.3% | $50,982-35.9% | $19,030+71.7% |