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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 | $461,456 | $201,372+129.2% | $184,260+150.4% | $145,884+216.3% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 23.76% | 29.04%-5.3pp | 28.84%-5.1pp | 551.85%-528.1pp |
| Employer contribution / active EE | $8,138 | $7,024+15.9% | $6,427+26.6% | $4,662+74.5% |
| Participant deferral / active EE | $9,242 | $9,808-5.8% | $9,133+1.2% | $6,690+38.2% |
| Admin fee / account holder | $10,899 | $16,362-33.4% | $13,898-21.6% | $13,392-18.6% |