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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 | $333,726 | $182,442+82.9% | $163,379+104.3% | $138,895+140.3% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.8%+12.1pp | 79.9%+9.0pp |
| Annual return | 12.30% | 72.74%-60.4pp | 63.41%-51.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,455 | $4,159-41.0% | $3,752-34.6% | $4,194-41.5% |
| Participant deferral / active EE | $7,881 | $6,817+15.6% | $6,282+25.5% | $6,396+23.2% |
| Admin fee / account holder | $3,289 | $10,396-68.4% | $9,818-66.5% | $12,562-73.8% |