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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 | $791,727 | $217,427+264.1% | $185,837+326.0% | $167,518+372.6% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 10.08% | 148.39%-138.3pp | 122.08%-112.0pp | 478.71%-468.6pp |
| Employer contribution / active EE | $2,502 | $5,874-57.4% | $5,168-51.6% | $4,838-48.3% |
| Participant deferral / active EE | $2,675 | $6,357-57.9% | $5,568-52.0% | $6,342-57.8% |
| Admin fee / account holder | $70,716 | $19,816+256.9% | $16,241+335.4% | $12,312+474.3% |