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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 | $775,089 | $212,777+264.3% | $173,703+346.2% | $198,609+290.3% |
| Participation rate | 80.0% | 81.1%-1.1pp | 75.9%+4.1pp | 82.4%-2.4pp |
| Annual return | 10.53% | 18.82%-8.3pp | 17.46%-6.9pp | 202.70%-192.2pp |
| Employer contribution / active EE | $2,238 | $5,214-57.1% | $4,288-47.8% | $5,055-55.7% |
| Participant deferral / active EE | $7,650 | $5,697+34.3% | $4,854+57.6% | $6,977+9.6% |
| Admin fee / account holder | $21,668 | $19,536+10.9% | $15,562+39.2% | $19,030+13.9% |