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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 | $401,642 | $199,109+101.7% | $173,730+131.2% | $154,746+159.5% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.6%-8.1pp | 80.7%-9.3pp |
| Annual return | 15.08% | 20.02%-4.9pp | 19.96%-4.9pp | 172.34%-157.3pp |
| Employer contribution / active EE | $2,273 | $5,311-57.2% | $4,577-50.3% | $4,379-48.1% |
| Participant deferral / active EE | $7,196 | $7,113+1.2% | $6,326+13.8% | $6,730+6.9% |
| Admin fee / account holder | $9,615 | $20,916-54.0% | $17,523-45.1% | $14,365-33.1% |