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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 | $1,123,190 | $183,592+511.8% | $155,574+622.0% | $145,877+670.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 20.80% | 61.37%-40.6pp | 64.87%-44.1pp | 551.28%-530.5pp |
| Employer contribution / active EE | $13,550 | $5,317+154.9% | $4,676+189.8% | $4,663+190.6% |
| Participant deferral / active EE | $12,279 | $6,466+89.9% | $5,629+118.1% | $6,691+83.5% |
| Admin fee / account holder | $5,011 | $19,316-74.1% | $15,914-68.5% | $13,402-62.6% |