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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 | $181,062+571.9% | $158,223+668.9% | $155,188+683.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 29.56% | 57.39%-27.8pp | 52.09%-22.5pp | 148.84%-119.3pp |
| Employer contribution / active EE | $14,863 | $4,565+225.6% | $4,109+261.7% | $4,248+249.9% |
| Participant deferral / active EE | $15,150 | $6,134+147.0% | $5,467+177.1% | $6,531+132.0% |
| Admin fee / account holder | $43,195 | $18,825+129.5% | $16,047+169.2% | $14,480+198.3% |