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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 | $185,141+318.6% | $153,416+405.2% | $155,188+399.5% |
| Participation rate | 80.0% | 79.9%+0.1pp | 74.3%+5.7pp | 80.8%-0.8pp |
| Annual return | 10.53% | 18.72%-8.2pp | 17.84%-7.3pp | 148.84%-138.3pp |
| Employer contribution / active EE | $2,238 | $4,489-50.1% | $3,764-40.5% | $4,248-47.3% |
| Participant deferral / active EE | $7,650 | $5,477+39.7% | $4,723+62.0% | $6,531+17.1% |
| Admin fee / account holder | $21,668 | $16,005+35.4% | $13,095+65.5% | $14,480+49.6% |