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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 | $741,152 | $123,000+502.6% | $105,582+602.0% | $198,609+273.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 71.8%+8.2pp | 82.4%-2.4pp |
| Annual return | 16.85% | 18.31%-1.5pp | 18.61%-1.8pp | 202.70%-185.9pp |
| Employer contribution / active EE | $8,996 | $3,582+151.1% | $2,984+201.5% | $5,055+77.9% |
| Participant deferral / active EE | $11,357 | $5,013+126.6% | $4,353+160.9% | $6,977+62.8% |
| Admin fee / account holder | $3,759 | $16,254-76.9% | $12,856-70.8% | $19,030-80.2% |