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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 | $1,216,515 | $172,111+606.8% | $150,298+709.4% | $137,256+786.3% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.56% | 69.37%-39.8pp | 62.79%-33.2pp | 220.34%-190.8pp |
| Employer contribution / active EE | $14,863 | $4,636+220.6% | $4,154+257.8% | $4,156+257.6% |
| Participant deferral / active EE | $15,150 | $6,166+145.7% | $5,453+177.8% | $6,407+136.5% |
| Admin fee / account holder | $43,195 | $16,471+162.3% | $14,116+206.0% | $12,270+252.0% |